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 Income R5 Mutual fund ** 449 * Key Guaranteed Portfolio Fund Fully benefit responsive in their Schedule of Assets, totaling $588K 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 | PROVATION SOFTWARE GROUP, INC. PROVATION SOFTWARE GROUP, INC. 401(K) PLAN | MINNEAPOLIS MN | 281 | $16.1M | $588K |
