Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Smartretirement Income in their Schedule of Assets, totaling $40K 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 | TRANSPORT REFRIGERATION INC. TRANSPORT REFRIGERATION INC. 401(K) PROFIT SHARING PLAN | DE PERE WI | 631 | $12.0M | $37K |
| 2 | PHOENIX TUBE COMPANY, INC. PHOENIX TUBE COMPANY, INC. 401(K) PROFIT SHARING PLAN | BETHLEHEM PA | 134 | $12.7M | $3K |
