Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Smartretirement Income R5 Mutual Fund N/A in their Schedule of Assets, totaling $259K 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 | SIOUX VALLEY MEMORIAL HOSPITAL ASSOCIATION D/B/A CHEROKEE REGIONAL MED CHEROKEE REGIONAL MEDICAL CENTER TAX DEFERRED ANNUITY PLAN | CHEROKEE IA | 279 | $22.4M | $259K |
