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 I in their Schedule of Assets, totaling $145K 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 | PARSEC, INC. PARSEC, INC. PROFIT SHARING/401(K) PLAN | CINCINNATI OH | 836 | $54.3M | $143K |
| 2 | BUDCO GROUP, INC. INTERMODAL COLLECTIVELY BARGAINED PENSION PLAN | CINCINNATI OH | 382 | $3.6M | $2K |
