Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan Smartretirement Blend 2025 R6 in their Schedule of Assets, totaling $40.9M 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 | JETRO CASH & CARRY ENTERPRISES, LLC JETRO CASH & CARRY ENTERPRISES, LLC RETIREMENT SAVINGS PLAN | WHITESTONE NY | 3,671 | $163.7M | $14.1M |
| 2 | HEALOGICS, LLC. HEALOGICS, LLC. 401(K) PLAN | JACKSONVILLE FL | 2,741 | $153.3M | $12.3M |
| 3 | MAXITROL COMPANY MAXITROL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST |
SOUTHFIELD MI |
| 206 |
| $39.7M |
| $7.7M |
| 4 | LANAI RESORTS, LLC LANAI RESORTS 401(K) PLAN | HONOLULU HI | 381 | $18.1M | $1.9M |
| 5 | HALE MAKUA HEALTH SERVICES HALE MAKUA HEALTH SERVICES 401(K) PLAN | KAHULUI HI | 426 | $16.9M | $1.7M |
| 6 | NUTRITION, INC. NUTRITION, INC. 401(K) PLAN | IRWIN PA | 3,642 | $20.0M | $1.2M |
| 7 | KITCHELL CORPORATION KITCHELL AFFILIATES EMPLOYEES' PROFIT SHARING PLAN | PHOENIX AZ | 512 | $66.4M | $887K |
| 8 | SUNSTATES SECURITY, LLC SUNSTATES SECURITY RETIREMENT SAVINGS PLAN | RALEIGH NC | 3,822 | $6.8M | $402K |
| 9 | STAR MANUFACTURING, LLC STAR MANUFACTURING, LLC PROFIT SHARING/ 401(K) PLAN AND TRUST | YOUNGSTOWN OH | 145 | $13.2M | $383K |
| 10 | BIDEAWEE, INC. THE BIDE-A-WEE HOME ASSOCIATES TAX DEFERRED ANNUITY PLAN | WANTAGH NY | 83 | $11.2M | $366K |
