Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan SmartRetirement Blend 2035 - in their Schedule of Assets, totaling $11.0M 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 | ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERS, LLC SAVINGS INCENTIVE PLAN | CHICAGO IL | 264 | $243.2M | $7.7M |
| 2 | RCP BLOCK & BRICK, INC. R.C.P. BLOCK & BRICK, INC. 401(K) RETIREMENT SAVINGS PLAN | LEMON GROVE CA | 183 | $22.9M | $1.5M |
| 3 | SINCLAIR COMMUNICATIONS, INC. |
AVON IN |
| 135 |
| $13.0M |
| $921K |
| 4 | THE WIRELINE GROUP, INC. WIRELINE GROUP 401(K) PLAN | MIDLAND TX | 250 | $10.7M | $863K |