Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J.P. Morgan J.P. Morgan SmartRetirement Income Fund in their Schedule of Assets, totaling $990K 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 | MEVION MEDICAL SYSTEMS INC. MEVION MEDICAL SYSTEMS INC. 401(K) PROFIT SHARING PLAN | LITTLETON MA | 143 | $19.6M | $787K |
| 2 | PROFESSIONAL ELECTRICAL CONTRACTORS OF CT, INC. PROFESSIONAL ELECTRICAL CONTRACTORS OF CT, INC. 401(K) PLAN | CANTON MA | 340 | $29.6M | $203K |
