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 Registered Investment Company in their Schedule of Assets, totaling $597K 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 | US MORTGAGE CORPORATION US MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | MELVILLE NY | 257 | $7.5M | $452K |
| 2 | THE CRAWFORD SUPPLY GROUP, INC. THE CRAWFORD SUPPLY GROUP, INC. 401(K) PLAN | MORTON GROVE IL | 127 | $12.7M | $136K |
| 3 | PROCUREABILITY INC |
TRUCKEE CA |
| 133 |
| $4.4M |
| $9K |
