Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan SmartRetirement Income R6 in their Schedule of Assets, totaling $858K 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 | SABERT CORPORATION SABERT CORPORATION 401(K) PLAN | SAYREVILLE NJ | 1,607 | $113.3M | $721K |
| 2 | COLUMBIA CONSTRUCTION COMPANY COLUMBIA CONSTRUCTION COMPANY 401(K) PLAN | NORTH READING MA | 215 | $53.0M | $51K |
| 3 | BESTPASS INC BESTPASS INC 401(K) PROFIT SHARING PLAN AND TRUST |
ALBANY NY |
| 315 |
| $17.4M |
| $47K |
| 4 | MINDBANK CONSULTING GROUP, L.L.C. MINDBANK CONSULTING GROUP, L.L.C. 401(K) PROFIT SHARING PLAN | VIENNA VA | 48 | $7.5M | $20K |
| 5 | CHAPPAQUA TRANSPORTATION, INC. CHAPPAQUA TRANSPORTATION, INC. PROFIT SHARING PLAN | CHAPPAQUA NY | 122 | $4.2M | $14K |
| 6 | FORUM ONE COMMUNICATIONS FORUM ONE COMMUNICATIONS 401(K) PLAN | AURORA CO | 94 | $14.6M | $3K |
| 7 | LTS LOHMANN THERAPY SYSTEMS CORP. LTS LOHMANN THERAPY SYSTEMS CORP. 401(K) RETIREMENT PLAN | WEST CALDWELL NJ | 409 | $67.0M | $2K |
