JPMorgan SmartRetirement 2045 Fund Class A
Ticker JSAAX · Mutual fund · Share class: Class ARetail / revenue sharingTarget-date
Matched by tickerAll JPMorgan fundsThe JPMorgan SmartRetirement seriesSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
61
50 with $250K or more
Dollars held
$228M
69,801 of 69,862 plans with fund lines hold none
Median per plan
$945K
Share of their fund dollars
2.9%
Same fund, other share classes
91 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6JSAYX | Low cost | 245 | $652M |
| Class R5JSAIX | Low cost | 47 | $331M |
| Class A (this page)JSAAX | Retail / revenue sharing | 61 | $228M |
| Class InstlJSASX | Low cost | 20 | $61.0M |
| Class R2JSAZX | Retail / revenue sharing | 29 | $9.9M |
| JPMorgan SmartRetirement 2045 Fund Class R3JSAPX | Not stated | 3 | $1.2M |
| Class R4JSAQX | Mid cost | 1 | $692K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
3 plans
$2.3M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that dropped it after 2024 (3 plans)
| Plan | Year-end value |
|---|---|
| Visionet Systems Inc 401(k) Profit Sharing Plan & Trust$5M-$50M | $913K |
| Newport Diversified, Inc. Profit Sharing and Savings Plan$5M-$50M | $847K |
| The Rosado Group 401(k) Plan$5M-$50M Target-date switch | $516K to $631K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan SmartRetirement 2045 Fund Class A
The largest 10 plans in each list.
| Altru Health System Retirement Savings Plan 401(k)$545M plan · Altru Health System, ND · Not identified | $48.0M |
| National Heritage Academies, Inc. Retirement Savings Plan$354M plan · National Heritage Academies, Inc., MI · John Hancock (Manulife) | $46.7M |
| Firstservice Residential 401(k) Plan$383M plan · Firstservice Residential, Inc., FL · JPMorgan | $35.4M |
| Argo Group US 401(k) Plan$313M plan · Argo Group US, Inc., TX · Empower | $16.1M |
| Medisys Health Network, Inc. 403(b) Plan$441M plan · Medisys Health Network, Inc., NY · Newport Group | $15.8M |
| A. Y. McDonald Industries, Inc. 401(k) Plan$143M plan · A. Y. McDonald Industries, Inc., IA · Empower | $6.9M |
| Medisys Venture 401(k) Plan$166M plan · Medisys Health Network, Inc., NY · Newport Group | $5.7M |
| United States Sugar Corporation 401(k) Savings Plan$52.1M plan · United States Sugar Corporation, FL · Not identified | $3.9M |
| Penton Learning Systems, L.L.C. 401(k) Plan$41.9M plan · Penton Learning Systems, L.L.C., NY · Not identified | $3.6M |
| The Okonite Company 401(k) Savings Plan$96.0M plan · The Okonite Company Inc., NJ · Transamerica (Aegon) | $3.3M |
Plans whose filed schedule lists JPMorgan SmartRetirement 2045 Fund Class A.
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Vintages held
JPMorgan SmartRetirement, all classes, mutual fund.
| Vintage | Dollars | Plans |
|---|---|---|
| 2010 | $2.1M | 1 |
| 2015 | $43K | 1 |
| 2020 | $27.6M | 48 |
| 2025 | $1.21B | 460 |
| 2030 | $2.16B | 502 |
| 2035 | $2.13B | 478 |
| 2040 | $2.15B | 505 |
| 2045 | $1.83B | 474 |
| 2050 | $1.72B | 490 |
| 2055 | $1.16B | 455 |
| 2060 | $589M | 399 |
| 2065 | $77.4M | 208 |
| Income | $981M | 453 |
| Vintage not stated | $1.06B | 85 |
How the filings spell it
Show 8 names seen in the filings
- J P Morgan Smartretirement 2045 A
- JP Morgan Smart Retirement 2045
- JP Morgan Smart Retirement 2045 A
- JP Morgan SmartRetirement 2045 A
- JPMorgan Smart Ret 2045
- Jpm Smart Ret 2045 A
- Jpmorgan Smartretire 2045 - A
- Jpmorgan Smartretirement 2045 A