Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JPMorgan Smart Retirement Income Fund R6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . in their Schedule of Assets, totaling $9.1M 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 | MYLAN INC. MYLAN PROFIT SHARING 401(K) PLAN | CANONSBURG PA | 2,528 | $1.2B | $8.7M |
| 2 | PFIZER PHARMACEUTICALS LLC PFIZER PHARMACEUTICALS LLC PROFIT SHARING EMPLOYEE SAVINGS PLAN | CANONSBURG PA | 1,362 | $66.9M | $283K |
| 3 | MYLAN PHARMACEUTICALS INC. MYLAN PHARMACEUTICALS INC. 401(K) DEFINED CONTRIBUTION PLAN |
CANONSBURG PA |
| 81 |
| $41.9M |
| $58K |
