Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan Smart Retirement Income Fund in their Schedule of Assets, totaling $10.5M 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 | EDGEWOOD PARTNERS INSURANCE CENTER EDGEWOOD PARTNERS INSURANCE CENTER SAVINGS INVESTMENT PLAN | NEW YORIK NY | 3,190 | $527.2M | $6.8M |
| 2 | HARCROS CHEMICALS INC. HARCROS CHEMICALS INC. RETIREMENT SAVINGS PLAN | KANSAS CITY KS | 585 | $108.1M | $1000K |
| 3 | AIRBUS U.S. SPACE & DEFENSE, INC. |
ARLINGTON VA |
| 522 |
| $135.4M |
| $854K |
| 4 | WOODS ROGERS VANDEVENTER BLACK PLC WOODS ROGERS VANDEVENTER BLACK PLC PROFIT SHARING PLAN | NORFOLK VA | 264 | $135.3M | $590K |
| 5 | BUHLER INC. BUHLER GROUP USA 401(K) PLAN | PLYMOUTH MN | 898 | $147.0M | $540K |
| 6 | BEARING TECHNOLOGIES, LTD BEARING TECHNOLOGIES, LTD 401(K) PROFIT SHARING PLAN | AVON OH | 150 | $17.7M | $298K |
| 7 | BALYASNY ASSET MANAGEMENT, L.P. BALYASNY ASSET MANAGEMENT 401(K) PLAN | CHICAGO IL | 1,393 | $263.0M | $270K |
| 8 | SCHULER SHOES, INC. SCHULER SHOES, INC. 401(K) SAVINGS PLAN | MAPLE GROVE MN | 167 | $16.5M | $77K |
| 9 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $43K |
