Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMORGAN SMARTRETIREMENT INCM in their Schedule of Assets, totaling $68K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GETWELLNETWORK, INC. GETWELLNETWORK, INC. 401(K) PLAN | BETHESDA MD | 215 | $25.3M | $46K |
| 2 | BEEKLEY CORPORATION BEEKLEY CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | BRISTOL CT | 98 | $27.3M | $22K |
