Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan SmartRetirement Blend 2020 - in their Schedule of Assets, totaling $2.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RCP BLOCK & BRICK, INC. R.C.P. BLOCK & BRICK, INC. 401(K) RETIREMENT SAVINGS PLAN | LEMON GROVE CA | 183 | $22.9M | $1.2M |
| 2 | SINCLAIR COMMUNICATIONS, INC. SINCLAIR COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | AVON IN | 135 | $13.0M | $812K |
| 3 | ADAMS STREET PARTNERS, LLC |
CHICAGO IL |
| 264 |
| $243.2M |
| $792K |
| 4 | THE WIRELINE GROUP, INC. WIRELINE GROUP 401(K) PLAN | MIDLAND TX | 250 | $10.7M | $36K |
