Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Smart Retirement 2030 Fund R5 Mutual fund NA in their Schedule of Assets, totaling $111K 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 | PIONEER HEALTH EMPLOYMENT, INC. PHE 401(K) PLAN | GREEN VALLEY AZ | 139 | $1.3M | $111K |
