Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan JPMorgan SmartRetirement Income R5 n/a in their Schedule of Assets, totaling $17K 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 | AGREEYA SOLUTIONS, INC. AGREEYA SOLUTIONS 401(K) | FOLSOM CA | 100 | $9.2M | $17K |
