Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan SmartRetirement Income A Mutual fund in their Schedule of Assets, totaling $5.2M 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 | MEDISYS HEALTH NETWORK, INC. MEDISYS HEALTH NETWORK, INC. 403(B) PLAN | JAMAICA NY | 6,347 | $386.7M | $4.1M |
| 2 | THE OKONITE COMPANY INC. THE OKONITE COMPANY 401(K) SAVINGS PLAN | RAMSEY NJ | 727 | $86.6M | $1.0M |
| 3 | VISIONET SYSTEMS INC VISIONET SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST |
CRANBURY NJ |
| 264 |
| $21.7M |
| $41K |
