Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan SmartRetirement 2060 R6 JP Morgan 0 in their Schedule of Assets, totaling $917K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHVIEW HOTELS & RESORTS, LLC NORTHVIEW HOTELS & RESORTS 401(K) PLAN | WILTON CT | 2,348 | $21.2M | $780K |
| 2 | OFFICE BASICS, INC. OFFICE BASICS, INC. 401(K) PLAN | BOOTHWYN PA | 136 | $13.9M | $75K |
| 3 | PATHWAYS TO COMMUNITY, INC PATHWAYS TO COMMUNITY 401(K) PLAN |
ST PAUL MN |
| 128 |
| $588K |
| $37K |
| 4 | STRATUS AVIATION LLC STRATUS AVIATION LLC 401(K) PLAN | NEW CASTLE DE | 159 | $4.0M | $12K |
| 5 | TREND SERVICES, INC. TREND SERVICES, INC. PROFIT SHARING PLAN | LAFAYETTE LA | 131 | $3.7M | $8K |
| 6 | LAKE STATE RAILWAY COMPANY LAKE STATE RAILWAY COMPANY 401(K) PROFIT SHARING PLAN | SAGINAW MI | 132 | $8.8M | $6K |
