Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Passive Blend 2030 Fund CF30 JP Morgan Trust JP Morgan Chase Bank SmartRetirement in their Schedule of Assets, totaling $1.7M 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 | TRADESTATION GROUP, INC. TRADESTATION GROUP, INC. EMPLOYEE SAVINGS RETIREMENT PLAN | PLANTATION FL | 491 | $89.9M | $1.7M |
