Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered investment companies JP Morgan JP Morgan SmartRetrmnt Bl Incm Fd R6 in their Schedule of Assets, totaling $3.3M 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 | VALUE DRUG, LTD. DBA PHARMACARE VALUE DRUG, LTD. DBA PHARMACARE 401(K) PROFIT SHARING PLAN | HONOLULU HI | 105 | $18.5M | $3.3M |
