Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SmartRetirement Blend 2045 R6 JPMorgan 0 in their Schedule of Assets, totaling $2.2M 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 | FIRST INSURANCE GROUP LLC THE HARRY A KOCH CO. 401(K) PLAN | OMAHA NE | 129 | $29.4M | $2.0M |
| 2 | PROVIDENCE ENTERPRISES, LLC PROVIDENCE ENTERPRISES 401(K) PROFIT SHARING | NITRO WV | 204 | $2.3M | $159K |
