Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Chase JP Morgan Chase Smart Retirement Income in their Schedule of Assets, totaling $979K 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 | HMS HOLDINGS LLC HENDRICK MOTORSPORTS, LLC 401(K) PLAN | CHARLOTTE NC | 652 | $128.1M | $979K |
