Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SmartRetirement Income R2 Variable Annuities in their Schedule of Assets, totaling $3.6M 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 | DEVTECH SYSTEMS, INC. DEVTECH SYSTEMS, INC. 401(K) PLAN | ARLINGTON VA | 121 | $12.8M | $3.6M |
