JPMorgan SmartRetirement Income Fund CLASS R5
Ticker JSIIX · Mutual fund · Share class: Class R5Target-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
59
45 with $250K or more
Dollars held
$210M
69,803 of 69,862 plans with fund lines hold none
Median per plan
$1.2M
Share of their fund dollars
2.3%
Same fund, other share classes
85 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6JSIYX | Low cost | 224 | $294M |
| Class R5 (this page)JSIIX | Low cost | 59 | $210M |
| Class AJSRAX | Retail / revenue sharing | 59 | $96.3M |
| Class InstlJSRSX | Low cost | 20 | $28.3M |
| Class R2JSIZX | Retail / revenue sharing | 25 | $7.2M |
| Class R4JSIQX | Mid cost | 1 | $616K |
| JPMorgan SmartRetirement Income Fund Class R3JSIPX | Not stated | 3 | $401K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
1 plan
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that moved into it from another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Paragon Technology Group 401(k) Plan$5M-$50M Share class change | $5.5M to $6.8M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan SmartRetirement Income Fund CLASS R5
The largest 10 plans in each list.
| Swiss Re Group U.S. Employees' Savings Plan$1.82B plan · Swiss Re America Holding Corporation, NY · Empower | $31.5M |
| Old Dominion 401(k) Retirement Plan$2.60B plan · Old Dominion Freight Line, Inc., NC · Empower | $24.1M |
| Childrens Hospitals and Clinics Matched Savings Plan$1.07B plan · Childrens Health Care, MN · Fidelity (FMR) | $23.9M |
| Sally Beauty Holdings 401(k) Retirement Savings Plan$319M plan · Sally Beauty Holdings, Inc., TX · Empower | $16.3M |
| Metals Technologies LLC Savings Plan$298M plan · Primetals Technologies USA LLC, GA · Fidelity (FMR) | $14.9M |
| Vandalia Health System 403(b) Plan$238M plan · Vandalia Health, Inc., WV · Fidelity (FMR) | $13.6M |
| Mag Mutual Insurance Company 401(k) Plan$74.8M plan · Mag Mutual Insurance Company, GA · Newport Group | $9.4M |
| TD Williamson, LLC 401(k) Plan$148M plan · TD Williamson, LLC, OK · Empower | $6.6M |
| Medical Solutions 401(k) Plan$552M plan · Medical Solutions, L.L.C., NE · Fidelity (FMR) | $4.5M |
| Mercury Aircraft Inc. 401(k) Retirement Savings Plan$33.3M plan · Mercury Aircraft Inc., NY · Fidelity (FMR) | $4.5M |
Plans whose filed schedule lists JPMorgan SmartRetirement Income Fund CLASS R5.
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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
- JP Morgan Smart Retirement Income R5
- JPMORGAN SMARTRETIREMENT INCOME R5 n/a
- JPMorgan Smart Ret Income
- JPMorgan Smart Retirement Income
- Jpm Smrtret Inc R5
- Jpmorgan Smart Ret Income R5
- Jpmorgan Smartretirement Income R5
- Jpmorgan Smartretirement Income R5 N/r