Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Smartretirement Blend 2020 R6 Registered Investment Company in their Schedule of Assets, totaling $718K 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 | CLEVELAND STEEL CONTAINER CORPORATION CLEVELAND STEEL CONTAINER CORP. 401(K) PROFIT SHARING PLAN | HUDSON OH | 410 | $63.7M | $695K |
| 2 | RECOVERY RESOURCES 403(B) THRIFT PLAN FOR RECOVERY RESOURCES | CLEVELAND OH | 87 | $2.8M | $24K |
