Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SmartRetirement 2065 R6 in their Schedule of Assets, totaling $433K 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 | INVUE SECURITY PRODUCTS, INC. INVUE SECURITY PRODUCTS INC. PENSION PLAN | CHARLOTTE NC | 169 | $30.1M | $234K |
| 2 | SABERT CORPORATION SABERT CORPORATION 401(K) PLAN | SAYREVILLE NJ | 1,607 | $113.3M | $199K |
