Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan JPMorgan Smartretirement Income R6 in their Schedule of Assets, totaling $3.6M 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 | KALMAN & COMPANY INC. KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST | VIRGINIA BEACH VA | 430 | $25.4M | $1.7M |
| 2 | AUDIOCODES, INC. AUDIOCODES, INC. 401(K) PLAN | PISCATAWAY NJ | 176 | $35.4M | $595K |
| 3 | GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN AND TRUST |
OAK CREEK WI |
| 80 |
| $6.8M |
| $440K |
| 4 | MIDCONTINENT COMMUNICATIONS DBA MIDCO MIDCO 401(K) PLAN | MINNEAPOLIS MN | 1,752 | $179.1M | $268K |
| 5 | DIVERSIFIED PROTECTION CORPORATION DPC RETIREMENT PLAN | DANIEL ISLAND SC | 864 | $9.9M | $242K |
| 6 | SILVER EAGLE DISTRIBUTORS HOUSTON, LLC SILVER EAGLE DISTRIBUTORS HOUSTON 401(K) PLAN | HOUSTON TX | 1,090 | $62.1M | $130K |
| 7 | HOSPICE & PALLIATIVE CARE CHARLOTTE REGION HOSPICE & PALLIATIVE CARE CHARLOTTE REGION SAVINGS AND INCENTIVE PARTNERSHIP PLAN | CHARLOTTE NC | 979 | $44.8M | $64K |
| 8 | MONICA PERLMAN, MD, INC. MONICA PERLMAN, MD, INC. 401(K) PLAN | LA JOLLA CA | 386 | $7.2M | $59K |
| 9 | ALPHA COMM ENTERPRISES LLC ALPHA COMM ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCEVILLE GA | 133 | $7.7M | $36K |
| 10 | MIDCONTINENT MEDIA, INC. MIDCONTINENT MEDIA, INC. 401(K) PLAN | MINNEAPOLIS MN | 41 | $24.6M | $5K |
