Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Smart Retirement Income in their Schedule of Assets, totaling $12.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHERN ILLINOIS HOSPITAL SERVICES SOUTHERN ILLINOIS HEALTHCARE RETIREMENT SAVINGS PLAN | CARBONDALE IL | 4,119 | $399.3M | $10.2M |
| 2 | RUSSELL T. BUNDY ASSOCIATES, INC. BUNDY ASSOCIATES RETIREMENT PLAN | URBANA OH | 633 | $55.3M | $1.6M |
| 3 | MALVERN NATIONAL BANK |
MALVERN AR |
| 120 |
| $8.8M |
| $199K |
| 4 | V CRUISES US LLC V CRUISES US LLC. 401(K) PLAN | PLANTATION FL | 527 | $27.0M | $8K |
