Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan JPMorgan Smart Retirement Income Fund R5 in their Schedule of Assets, totaling $135K 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 | PARAGON TECHNOLOGY GROUP, INC. PARAGON TECHNOLOGY GROUP 401(K) PLAN | VIENNA VA | 103 | $11.2M | $135K |
