JPMorgan SmartRetirement 2030 Fund Class I
Ticker JSMSX · Mutual fund · Share class: Class InstlTarget-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
24
23 with $250K or more
Dollars held
$66.5M
69,838 of 69,862 plans with fund lines hold none
Median per plan
$1.9M
Share of their fund dollars
5.8%
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 AJSMAX | Retail / revenue sharing | 62 | $187M |
| Class Instl (this page)JSMSX | 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
1 plan
$4.4M 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 (1 plan)
| Plan | Year-end value |
|---|---|
| Olivet College DC Retirement Plan$5M-$50M | $4.4M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan SmartRetirement 2030 Fund Class I
The largest 10 plans in each list.
| Radius Recycling, Inc. Retirement Plan$203M plan · Radius Recycling, Inc., OR · Empower | $11.1M |
| Afc Profit Sharing Plan$146M plan · Alabama Farmers Cooperative Inc., AL · Empower | $7.4M |
| Cooperative Regions of Organic Producer Pools Cooperative, Inc. 401(k) Retirement Savings Plan$112M plan · Cooperative Regions of Organic Producer Pools Cooperative, Inc., WI · JPMorgan | $6.2M |
| Aer Mfg., Inc. Retirement Savings Plan and Trust$52.6M plan · Aer Manufacturing, L.P., TX · JPMorgan | $6.2M |
| Huron Casting, Inc., Axis, Aci, BDSC, BCM, Brne 401(k) Plan$47.9M plan · Huron Casting, Inc., MI · Not identified | $6.0M |
| Tessenderlo Kerley, Inc. 401(k) Plan and Trust$102M plan · Tessenderlo Kerley, Inc., AZ · Bank of America (Merrill) | $3.4M |
| Contract Pharmacal Corporation 401(k) Plan$29.4M plan · Contract Pharmacal Corporation, NY · Not identified | $3.1M |
| Budd Van Lines, Inc. Savings and Retirement Plan$11.4M plan · Budd Van Lines, Inc., NJ · CMC Interactive | $2.2M |
| Karl Knauz Motors, Inc. 401(k)/Profit Sharing Plan$35.1M plan · Karl Knauz Motors, Inc., IL · Not identified | $2.1M |
| HLW International, LLP Savings and Investment Plan$40.3M plan · HLW International, LLP, NY · Not identified | $2.1M |
Plans whose filed schedule lists JPMorgan SmartRetirement 2030 Fund Class I.
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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 6 names seen in the filings
- JP Morgan Smart Retirement 2030 I
- JPMorgan Smart Retirement 2030
- JPMorgan SmartRetirement 2030
- Jpmorgan Smartretirement 2030 I
- SmartRetirement 2030
- SmartRetirement 2030 - Institutional