Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding JPM SMARTRETIREMENT INCOME R6 in their Schedule of Assets, totaling $5.2M 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 | NORTH AMERICAN HOGANAS HOLDINGS NORTH AMERICAN HOGANAS SALARY 401(K) PLAN | HOLLSOPPLE PA | 151 | $50.9M | $1.5M |
| 2 | NORTH AMERICAN HOGANAS HOLDINGS NORTH AMERICAN HOGANAS UNION 401(K) PLAN | HOLLSOPPLE PA | 184 | $22.6M | $736K |
| 3 | CACIQUE FOODS LLC CACIQUE FOODS LLC PROFIT SHARING /SALARY SAVINGS PLAN |
IRVING TX |
| 352 |
| $36.5M |
| $557K |
| 4 | KOBO PRODUCTS, INC. KOBO PRODUCTS, INC. 401K PLAN | SOUTH PLAINFIELD NJ | 161 | $16.1M | $498K |
| 5 | GREATER BADEN MEDICAL SERVICES GREATER BADEN MEDICAL SERVICES 401(K) AND PROFIT SHARING PLAN | BRANDYWINE MD | 139 | $6.9M | $220K |
| 6 | UCONNECTCARE UCONNECTCARE 401K PLAN | BATAVIA NY | 113 | $3.4M | $184K |
| 7 | ASSOCIATED UROLOGICAL SPECIALIST ASSOCIATED UROLOGICAL 401(K) PROFIT SHARING PLAN | ORLAND PARK IL | 102 | $19.5M | $174K |
| 8 | COALITION FOR HUMANE IMMIGRANT R COALITION FOR HUMANE IMMIGRANT RIGHTS (CHIRLA) 401(K) PROFIT SH | LOS ANGELES CA | 161 | $4.3M | $136K |
| 9 | CONTERRA ULTRA BROADBAND, LLC CONTERRA ULTRA BROADBAND, LLC 401(K) PLAN | CHARLOTTE NC | 318 | $23.1M | $128K |
| 10 | SPRUCE GROVE, INC. SPRUCE GROVE RETIREMENT PLAN | SANTA ANA CA | 333 | $6.3M | $128K |
