Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan SmartRetirement Income R5 Mutual Fund in their Schedule of Assets, totaling $2.5M 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 | MAMIYE BROTHERS, INC. MAMIYE BROS., INC. 401(K) PLAN | NEW YORK NY | 154 | $36.8M | $1.8M |
| 2 | DELL RETIREMENT SERVICES, INC SHANNONDELL 401(K) PLAN | AUDUBON PA | 544 | $18.2M | $636K |
| 3 | AMERICAN METALS SUPPLY, LLC. AMERICAN METALS SUPPLY, LLC 401(K) PLAN |
TAMPA FL |
| 222 |
| $2.1M |
| $3K |
