Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Smart Retirement Blend Income Fund in their Schedule of Assets, totaling $3.2M 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 | PREMIER MEDICAL GROUP, P.C. PREMIER MEDICAL GROUP,P.C.401(K) PROFIT SHARING PLAN | CLARKSVILLE TN | 218 | $60.4M | $3.2M |
