Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Party- in-interest (b) Identity of the Party (c) Description of Investment (d) Cost (e) Current Value * JPMorgan SmartRetirement 2035 A N/A in their Schedule of Assets, totaling $2.3M 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 | PLANNED COMPANIES HOLDING, INC PLANNED COMPANIES 401(K) PLAN | PARSIPPANY NJ | 3,756 | $11.2M | $2.3M |
