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 in their Schedule of Assets, totaling $863K 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 | ALTAIR ENGINEERING, INC. ALTAIR SALARY REDUCTION PROFIT SHARING PLAN | TROY MI | 1,006 | $262.8M | $430K |
| 2 | SIDECAR HR LLC SIDECAR HR 401(K) PLAN | ORLANDO FL | 1,286 | $35.6M | $394K |
| 3 | THREAT TEC, LLC THREAT TEC, LLC 401(K) PLAN |
| 439 |
| $5.4M |
| $39K |
