Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Jpmorgan Smartretirement Income R6 Mutual Fund in their Schedule of Assets, totaling $7.0M 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 | FLEETGENIUS, LLC FLEETGENIUS 401K PLAN | NAPLES FL | 291 | $6.5M | $2.9M |
| 2 | UNAKA COMPANY, INC UNAKA COMPANY 401(K) PROFIT SHARING PLAN | GREENEVILLE TN | 722 | $39.5M | $2.6M |
| 3 | CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST |
ALBANY NY |
| 384 |
| $66.8M |
| $537K |
| 4 | STEELWAVE, INC. STEELWAVE, INC. RETIREMENT PLAN | SAN MATEO CA | 88 | $34.4M | $518K |
| 5 | HILL FAMILY GROUP, INC HILL FAMILY GROUP RETIREMENT PLAN | FORT WORTH TX | 31 | $24.7M | $159K |
| 6 | CORTESE CHRYSLER JEEP DODGE, INC CORTESE DODGE INC 401(K) PROFIT SHARING PLAN AND TRUST | ROCHESTER NY | 141 | $13.3M | $125K |
| 7 | CAMELOT COMMUNITY CARE, INC. CAMELOT COMMUNITY CARE, INC. RETIREMENT PLAN | CLEARWATER FL | 1,069 | $10.8M | $70K |
| 8 | GREAT KITCHENS FOOD COMPANY, INC. GREAT KITCHENS FOOD COMPANY 401(K) PLAN | ROMEOVILLE IL | 753 | $10.4M | $30K |
| 9 | METROPOLITAN MINISTRIES, INC METROPOLITAN MINISTRIES, INC. 401(K) PLAN | TAMPA FL | 302 | $8.3M | $21K |
| 10 | AUTHORITY BRANDS, INC. AUTHORITY BRANDS, INC. 401(K) PLAN | COLUMBIA MD | 1,416 | $51.2M | $10K |
