Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding J.P.MORGAN J.P.MORGAN SMARTRETIREMENT INCOME R6 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 | ROLAND FOODS, LLC ROLAND FOODS, LLC RETIREMENT BENEFIT PLAN | NEW YORK NY | 161 | $16.8M | $927K |
| 2 | VANN VIRGINIA CENTER FOR ORTHOPAEDICS, P.C. ATLANTIC ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING RETIREMENT PLAN | VIRGINIA BEACH VA | 230 | $27.7M | $714K |
| 3 | ALBERT USTER IMPORTS, INC. |
GAITHERSBURG MD |
| 192 |
| $11.3M |
| $85K |
