Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JP Morgan Smart Retirement 2025 in their Schedule of Assets, totaling $2.8M 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 | UROPARTNERS, LLC UROPARTNERS, LLC 401(K) PROFIT SHARING PLAN | WESTCHESTER IL | 0 | $24.2M | $2.8M |
| 2 | METRO CORP. METRO CORP. RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 81 | $10.6M | $7K |
