Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan** JPMorgan Smartretirement Income R5 in their Schedule of Assets, totaling $2.5M 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 | ALASKA HEART INSTITUTE, LLC ALASKA HEART INSTITUTE, LLC 401(K) PROFIT SHARING PLAN | ANCHORAGE AK | 272 | $74.5M | $1.2M |
| 2 | BISSELL INC. BISSELL INC. 401(K) PLAN | GRAND RAPIDS MI | 909 | $144.4M | $664K |
| 3 | Q INTERNATIONAL COURIER, LLC Q INTERNATIONAL COURIER, LLC 401(K) PROFIT SHARING PLAN |
JAMAICA NY |
| 442 |
| $38.1M |
| $443K |
| 4 | GB SALES & SERVICE, INC. GB SALES & SERVICE, INC. EMPLOYEES 401(K) PLAN | CANTON MI | 270 | $15.1M | $153K |
