Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Jpmorgan Smartretirement Income Fund Class R5 Mutual Fund in their Schedule of Assets, totaling $745K 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 | CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION 401(K) PROFIT SHARING PLAN AND TRUST | PENDLETON OR | 2,263 | $150.2M | $745K |
