Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Smartretirement 2065 Fund Mutual Fund in their Schedule of Assets, totaling $213K 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 | KENS FOODS, INC KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN | MARLBORO MA | 1,651 | $124.4M | $175K |
| 2 | PATHLINE, LLC HISTOPATHOLOGY SERVICES 401(K) PLAN | RAMSEY NJ | 136 | $10.0M | $30K |
| 3 | C.B. MANUFACTURING & SALES CO., INC. C.B. MANUFACTURING & SALES CO., INC. 401(K) PROFIT SHARING PLAN |
MIAMISBURG OH |
| 101 |
| $9.2M |
| $7K |
