Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Smart Retirement Income in their Schedule of Assets, totaling $1.8M 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 | RUSSELL T. BUNDY ASSOCIATES, INC. BUNDY ASSOCIATES RETIREMENT PLAN | URBANA OH | 633 | $55.3M | $1.6M |
| 2 | MALVERN NATIONAL BANK MALVERN NATIONAL BANK 401(K) PROFIT SHARING PLAN | MALVERN AR | 120 | $8.8M | $199K |
| 3 | V CRUISES US LLC V CRUISES US LLC. 401(K) PLAN |
PLANTATION FL |
| 527 |
| $27.0M |
| $8K |
