Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Funds JPMORGAN SMARTRETIRE INCOME R6 in their Schedule of Assets, totaling $50K 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 | EMPLOYEE RESOURCE ADMINISTRATION L.P. EMPLOYEE RESOURCE ADMINISTRATION L.P. 401(K) PLAN | DALLAS TX | 236 | $23.1M | $50K |
