Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SmartRetirement Income A Mutual fund N/A in their Schedule of Assets, totaling $4.9M 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 | ALTRU HEALTH SYSTEM ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K | GRAND FORKS ND | 2,877 | $495.3M | $4.9M |
