Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan* SmartRetirement Income in their Schedule of Assets, totaling $5.3M 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 | LG ELECTRONICS USA, INC. LG ELECTRONICS RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 3,125 | $450.5M | $2.7M |
| 2 | THE COLORADO MUSEUM OF NATURAL HISTORY, A COLORADO NON-PROFIT CORPORAT DENVER MUSEUM OF NATURE & SCIENCE RETIREMENT PLAN | DENVER CO | 525 | $38.3M | $796K |
| 3 | TIDEWATER TRANSIT COMPANY, INC. |
KINSTON NC |
| 687 |
| $24.5M |
| $710K |
| 4 | HALL & EVANS, LLC HALL & EVANS, LLC EMPLOYEE SAVINGS PLAN | DENVER CO | 223 | $45.3M | $419K |
| 5 | NORTH CLINIC, P.A. DBA VOYAGE HEALTHCARE VOYAGE HEALTHCARE RETIREMENT PLAN | BROOKLYN PARK MN | 209 | $81.9M | $320K |
| 6 | SETON HOME STUDY SCHOOL SETON HOME STUDY SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | FRONT ROYAL VA | 152 | $3.8M | $303K |
| 7 | ICONIX WATERWORKS (US) INC. ICONIX WATERWORKS (US) INC. 401K RETIREMENT PLAN | SNOHOMISH WA | 143 | $7.8M | $14K |
