Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan SmartRetirement Passive Blend 2065 Fund Collective Investment Fund in their Schedule of Assets, totaling $4.5M 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 | $2.9M |
| 2 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN | OAKLAND CA | 7,398 | $567.5M | $1.0M |
| 3 | KAISER FOUNDATION HEALTH PLAN, INC. |
OAKLAND CA |
| 13,315 |
| $833.4M |
| $425K |
| 4 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE RETIREMENT PLAN | OAKLAND CA | 140,357 | $34.5B | $66K |
| 5 | THE PERMANENTE MEDICAL GROUP, INC. KAISER PERMANENTE EMPLOYEES PENSION PLAN | OAKLAND CA | 42,355 | $5.6B | $63K |
| 6 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN | OAKLAND CA | 413 | $61.4M | $15K |
