Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan SmartRetrmnt Inc A 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 | HUMANGOOD NORCAL HUMANGOOD 401(K) PLAN | DUARTE CA | 5,450 | $157.8M | $3.5M |
| 2 | PRAXIS HOLDING, LLC PRAXIS PACKAGING 401(K) PLAN | GRAND RAPIDS MI | 553 | $5.7M | $121K |
