Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Incm SMARTRTIRMNT R6 Mutual Funds in their Schedule of Assets, totaling $157K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLOEREN INCORPORATED CLOEREN INCORPORATED 401(K) PLAN | ORANGE TX | 343 | $30.6M | $150K |
| 2 | WELDON, WILLIAMS & LICK, INC. WELDON, WILLIAMS & LICK, INC. 401(K) PLAN | FORT SMITH AR | 137 | $27.2M | $8K |
