Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan SmartRetirement Blend Inc R6 JP Morgan 0 in their Schedule of Assets, totaling $633K 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 | WIRTGEN AMERICA, INC. WIRTGEN EMPLOYEE 401(K) PLAN | ANTIOCH TN | 239 | $46.4M | $193K |
| 2 | SEGERS AERO CORPORATION SEGERS AERO CORPORATION 401(K) PLAN | FAIRHOPE AL | 168 | $5.3M | $189K |
| 3 | RIFFLE MACHINE WORKS RIFFLE MACHINE WORKS 401(K) PLAN |
CHILLICOTHE OH |
| 323 |
| $1.5M |
| $91K |
| 4 | SAVIDA MANAGEMENT, INC. BEHAVIORAL HEALTH SERVICES RETIREMENT READINESS 401(K) PLAN | NASHVILLE TN | 196 | $6.2M | $83K |
| 5 | BRODSTONE MEMORIAL HOSPITAL BRODSTONE MEMORIAL HOSPITAL TAX DEFERRED ANNUITY PLAN | SUPERIOR NE | 224 | $17.7M | $64K |
| 6 | WATERS TRUCK AND TRACTOR CO. INC. WATERS 401(K) PROFIT SHARING PLAN | COLUMBUS MS | 256 | $15.0M | $11K |
| 7 | SOUTHERN HENS, INC. SOUTHERN HENS COMPANY EMPLOYEE SAVINGS & RETIREMENT PLAN | MOSELLE MS | 226 | $6.8M | $1K |
