JPMorgan SmartRetirement 2030 Fund Class A
Ticker JSMAX · 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
62
50 with $250K or more
Dollars held
$187M
69,800 of 69,862 plans with fund lines hold none
Median per plan
$776K
Share of their fund dollars
2.7%
Same fund, other share classes
86 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6JSMYX | Low cost | 264 | $722M |
| Class R5JSMIX | Low cost | 57 | $620M |
| Class A (this page)JSMAX | Retail / revenue sharing | 62 | $187M |
| Class InstlJSMSX | Low cost | 24 | $66.5M |
| JPMorgan SmartRetirement 2030 Fund Class R3JSMNX | Not stated | 6 | $43.7M |
| Class R2JSMZX | Retail / revenue sharing | 23 | $19.1M |
| Class R4JSMQX | Mid cost | 1 | $999K |
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
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan SmartRetirement 2030 Fund Class A
The largest 10 plans in each list.
| Firstservice Residential 401(k) Plan$383M plan · Firstservice Residential, Inc., FL · JPMorgan | $39.8M |
| Altru Health System Retirement Savings Plan 401(k)$545M plan · Altru Health System, ND · Not identified | $32.9M |
| Argo Group US 401(k) Plan$313M plan · Argo Group US, Inc., TX · Empower | $24.0M |
| National Heritage Academies, Inc. Retirement Savings Plan$354M plan · National Heritage Academies, Inc., MI · John Hancock (Manulife) | $15.4M |
| A. Y. McDonald Industries, Inc. 401(k) Plan$143M plan · A. Y. McDonald Industries, Inc., IA · Empower | $11.3M |
| United States Sugar Corporation 401(k) Savings Plan$52.1M plan · United States Sugar Corporation, FL · Not identified | $8.2M |
| Tbi Airport Management, Inc. Employee Savings Plan$45.5M plan · Tbi Airport Management, Inc., GA · Principal | $4.2M |
| Silver Associates' Savings Plan$34.3M plan · Silver Ventures LLC, TX · ADP | $3.9M |
| Tioga Retirement Savings Plan$39.0M plan · Tioga Pipe ,Inc., PA · Ascensus | $3.1M |
| DB Sterlin Consultants, Inc. Profit Sharing and 401(k) Plan and Trust$19.8M plan · DB Sterlin Consultants, Inc., IL · Not identified | $2.7M |
Plans whose filed schedule lists JPMorgan SmartRetirement 2030 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 2030 A
- JP Morgan Smart Retirement 2030
- JP Morgan Smart Retirement 2030 A
- JP Morgan SmartRetirement 2030 A
- JPMorgan Smart Ret 2030
- Jpm Smart Ret 2030 A
- Jpmorgan Smartret 2030 -A
- Jpmorgan Smartretirement 2030 A