Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan SmartRetirement Passive Blend 2025 Fund Collective Investment Fund in their Schedule of Assets, totaling $439.2M 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 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN | OAKLAND CA | 37,423 | $5.7B | $327.3M |
| 2 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN | OAKLAND CA | 7,398 | $567.5M | $46.3M |
| 3 | KAISER FOUNDATION HEALTH PLAN, INC. |
OAKLAND CA |
| 13,315 |
| $833.4M |
| $33.0M |
| 4 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN | OAKLAND CA | 2,204 | $407.4M | $13.4M |
| 5 | THE PERMANENTE MEDICAL GROUP, INC. THE PERMANENTE MEDICAL GROUP, INC. SALARY DEFERRAL RETIREMENT PLAN | OAKLAND CA | 388 | $204.8M | $9.0M |
| 6 | THE PERMANENTE MEDICAL GROUP, INC. KAISER PERMANENTE EMPLOYEES PENSION PLAN | OAKLAND CA | 42,355 | $5.6B | $6.0M |
| 7 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE RETIREMENT PLAN | OAKLAND CA | 140,357 | $34.5B | $3.9M |
| 8 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN | OAKLAND CA | 413 | $61.4M | $315K |
