Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan SmartRetirement Blend 2020 R6 JP Morgan 0 in their Schedule of Assets, totaling $3.6M 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 | BRODSTONE MEMORIAL HOSPITAL BRODSTONE MEMORIAL HOSPITAL TAX DEFERRED ANNUITY PLAN | SUPERIOR NE | 224 | $17.7M | $2.1M |
| 2 | WATERS TRUCK AND TRACTOR CO. INC. WATERS 401(K) PROFIT SHARING PLAN | COLUMBUS MS | 256 | $15.0M | $863K |
| 3 | QUIDDITY ENGINEERING, LLC QUIDDITY 401(K) PROFIT SHARING PLAN |
BELLAIRE TX |
| 645 |
| $110.8M |
| $388K |
| 4 | SEGERS AERO CORPORATION SEGERS AERO CORPORATION 401(K) PLAN | FAIRHOPE AL | 168 | $5.3M | $165K |
| 5 | UMBRA CUSCINETTI, INC. UMBRA CUSCINETTI, INC. 401(K) PLAN | EVERETT WA | 73 | $6.9M | $78K |
| 6 | RIFFLE MACHINE WORKS RIFFLE MACHINE WORKS 401(K) PLAN | CHILLICOTHE OH | 323 | $1.5M | $12K |
| 7 | WIRTGEN AMERICA, INC. WIRTGEN EMPLOYEE 401(K) PLAN | ANTIOCH TN | 239 | $46.4M | $4K |
| 8 | SOUTHERN HENS, INC. SOUTHERN HENS COMPANY EMPLOYEE SAVINGS & RETIREMENT PLAN | MOSELLE MS | 226 | $6.8M | $1K |
