Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan JPMorgan Smartretirement Income R5 N/A in their Schedule of Assets, totaling $4.8M 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 | GUTTMAN ENERGY, INC. GUTTMAN ENERGY, INC. RETIREMENT SAVINGS PLAN | BELLE VERNON PA | 225 | $31.1M | $2.8M |
| 2 | TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. PROFIT SHARING PLAN | BATON ROUGE LA | 90 | $56.0M | $1.2M |
| 3 | TAYLOR, PORTER, BROOKS & PHILLIPS, L.L.P. |
BATON ROUGE LA |
| 126 |
| $13.0M |
| $781K |
