Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMORGAN SMARTRETIREMENT INCM R6 Mutual fund in their Schedule of Assets, totaling $33K 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 | ALAMO TRUST, INC. ALAMO 401(K) PLAN | SAN ANTONIO TX | 0 | $1.6M | $33K |
