Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan SmartRetirement Income R6 JP Morgan 0 in their Schedule of Assets, totaling $2.2M 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 | TREND SERVICES, INC. TREND SERVICES, INC. PROFIT SHARING PLAN | LAFAYETTE LA | 131 | $3.7M | $1.1M |
| 2 | QUIDDITY ENGINEERING, LLC QUIDDITY 401(K) PROFIT SHARING PLAN | BELLAIRE TX | 645 | $110.8M | $323K |
| 3 | STRATUS AVIATION LLC STRATUS AVIATION LLC 401(K) PLAN |
NEW CASTLE DE |
| 159 |
| $4.0M |
| $295K |
| 4 | THE YALE CLUB OF NEW YORK CITY THE YALE CLUB OF NEW YORK CITY 401(K) PLAN | NEW YORK NY | 200 | $13.5M | $235K |
| 5 | NORTHVIEW HOTELS & RESORTS, LLC NORTHVIEW HOTELS & RESORTS 401(K) PLAN | WILTON CT | 2,348 | $21.2M | $150K |
| 6 | OFFICE BASICS, INC. OFFICE BASICS, INC. 401(K) PLAN | BOOTHWYN PA | 136 | $13.9M | $40K |
| 7 | PATHWAYS TO COMMUNITY, INC PATHWAYS TO COMMUNITY 401(K) PLAN | ST PAUL MN | 128 | $588K | $37K |
| 8 | PIVOT POINT INTERNATIONAL, INC. PIVOT POINT 401(K) PLAN | CHICAGO IL | 89 | $18.2M | $28K |
