Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding MassMutual RetireSMART by JPM 2055 R4 Mutual Fund in their Schedule of Assets, totaling $75K 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 | BIG BEND HOSPICE, INC. BIG BEND HOSPICE RETIREMENT PLAN | TALLAHASSEE FL | 228 | $11.6M | $75K |
