Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan Smartretirement Income R6 in their Schedule of Assets, totaling $4.2M 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 | CATALYST CORPORATE FEDERAL CREDIT UNION CATALYST CORPORATE FEDERAL CREDIT UNION 401(K)/ PROFIT SHARING PLAN AND TRUST | PLANO TX | 210 | $78.9M | $3.2M |
| 2 | SABERT CORPORATION SABERT CORPORATION 401(K) PLAN | SAYREVILLE NJ | 1,607 | $113.3M | $721K |
| 3 | LIBERTY EDUCATIONAL MINISTRIES INCORPORATED |
ARGYLE TX |
| 271 |
| $11.3M |
| $128K |
| 4 | COLUMBIA CONSTRUCTION COMPANY COLUMBIA CONSTRUCTION COMPANY 401(K) PLAN | NORTH READING MA | 215 | $53.0M | $51K |
| 5 | BESTPASS INC BESTPASS INC 401(K) PROFIT SHARING PLAN AND TRUST | ALBANY NY | 315 | $17.4M | $47K |
| 6 | MINDBANK CONSULTING GROUP, L.L.C. MINDBANK CONSULTING GROUP, L.L.C. 401(K) PROFIT SHARING PLAN | VIENNA VA | 48 | $7.5M | $20K |
| 7 | CHAPPAQUA TRANSPORTATION, INC. CHAPPAQUA TRANSPORTATION, INC. PROFIT SHARING PLAN | CHAPPAQUA NY | 122 | $4.2M | $14K |
| 8 | FORUM ONE COMMUNICATIONS FORUM ONE COMMUNICATIONS 401(K) PLAN | AURORA CO | 94 | $14.6M | $3K |
| 9 | LTS LOHMANN THERAPY SYSTEMS CORP. LTS LOHMANN THERAPY SYSTEMS CORP. 401(K) RETIREMENT PLAN | WEST CALDWELL NJ | 409 | $67.0M | $2K |
