Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan SmartRetirement Income Fund in their Schedule of Assets, totaling $4.4M 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 | JANUS ET CIE JANUS ET CIE 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 289 | $30.3M | $3.4M |
| 2 | PHILLIPS MANUFACTURING CO. PHILLIPS MANUFACTURING COMPANY 401(K) PLAN | OMAHA NE | 291 | $15.2M | $1.0M |
