Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Smartretirement 2060 R6 in their Schedule of Assets, totaling $5.5M 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 | SABERT CORPORATION SABERT CORPORATION 401(K) PLAN | SAYREVILLE NJ | 1,607 | $113.3M | $1.7M |
| 2 | LTS LOHMANN THERAPY SYSTEMS CORP. LTS LOHMANN THERAPY SYSTEMS CORP. 401(K) RETIREMENT PLAN | WEST CALDWELL NJ | 409 | $67.0M | $1.5M |
| 3 | FORUM ONE COMMUNICATIONS FORUM ONE COMMUNICATIONS 401(K) PLAN |
AURORA CO |
| 94 |
| $14.6M |
| $1.2M |
| 4 | LIBERTY EDUCATIONAL MINISTRIES INCORPORATED LIBERTY CHRISTIAN SCHOOL 401(K) PLAN | ARGYLE TX | 271 | $11.3M | $489K |
| 5 | INVUE SECURITY PRODUCTS, INC. INVUE SECURITY PRODUCTS INC. PENSION PLAN | CHARLOTTE NC | 169 | $30.1M | $322K |
| 6 | CATALYST CORPORATE FEDERAL CREDIT UNION CATALYST CORPORATE FEDERAL CREDIT UNION 401(K)/ PROFIT SHARING PLAN AND TRUST | PLANO TX | 210 | $78.9M | $268K |
| 7 | MINDBANK CONSULTING GROUP, L.L.C. MINDBANK CONSULTING GROUP, L.L.C. 401(K) PROFIT SHARING PLAN | VIENNA VA | 48 | $7.5M | $53K |
| 8 | BLUEFIELD REGIONAL MEDICAL CENTER BLUEFIELD REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN | BLUEFIELD WV | 11 | $993K | $12K |
