Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SmartRetirement Blend 2065 R6 in their Schedule of Assets, totaling $327K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEALOGICS, LLC. HEALOGICS, LLC. 401(K) PLAN | JACKSONVILLE FL | 2,741 | $153.3M | $199K |
| 2 | MAXITROL COMPANY MAXITROL COMPANY EMPLOYEES PROFIT SHARING PLAN & TRUST | SOUTHFIELD MI | 206 | $39.7M | $127K |
