JPMorgan SmartRetirement 2035 Fund Class A
Ticker SRJAX · 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
60
47 with $250K or more
Dollars held
$225M
69,802 of 69,862 plans with fund lines hold none
Median per plan
$884K
Share of their fund dollars
2.9%
Same fund, other share classes
90 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6SRJYX | Low cost | 252 | $724M |
| Class R5SRJIX | Low cost | 53 | $469M |
| Class A (this page)SRJAX | Retail / revenue sharing | 60 | $225M |
| Class InstlSRJSX | Low cost | 20 | $55.2M |
| JPMorgan SmartRetirement 2035 Fund Class R3SRJPX | Not stated | 6 | $35.1M |
| Class R2SRJZX | Retail / revenue sharing | 29 | $7.6M |
| Class R4SRJQX | Mid cost | 1 | $974K |
Plans adding and dropping it, 2024 to 2025
Added
1 plan
$11.8M at year-end 2025
Dropped
1 plan
$8.2M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| Jeff Belzer 401(k) Plan$5M-$50M Target-date switch | $9.7M to $11.8M |
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Iit Research Institute Employees' Tax Sheltered Annuity Plan$50M-$250M Target-date switch | $8.2M to $8.1M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan SmartRetirement 2035 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 | $50.2M |
| Firstservice Residential 401(k) Plan$383M plan · Firstservice Residential, Inc., FL · JPMorgan | $40.3M |
| National Heritage Academies, Inc. Retirement Savings Plan$354M plan · National Heritage Academies, Inc., MI · John Hancock (Manulife) | $29.4M |
| Medisys Health Network, Inc. 403(b) Plan$441M plan · Medisys Health Network, Inc., NY · Newport Group | $19.9M |
| Argo Group US 401(k) Plan$313M plan · Argo Group US, Inc., TX · Empower | $14.4M |
| A. Y. McDonald Industries, Inc. 401(k) Plan$143M plan · A. Y. McDonald Industries, Inc., IA · Empower | $7.7M |
| Silver Associates' Savings Plan$34.3M plan · Silver Ventures LLC, TX · ADP | $6.5M |
| United States Sugar Corporation 401(k) Savings Plan$52.1M plan · United States Sugar Corporation, FL · Not identified | $6.3M |
| Medisys Venture 401(k) Plan$166M plan · Medisys Health Network, Inc., NY · Newport Group | $4.8M |
| Engineered Materials Solutions Contribution and 401(k) Savings Plan$37.0M plan · Ems Engineered Materials Solutions, LLC, MA · Empower | $2.9M |
Plans whose filed schedule lists JPMorgan SmartRetirement 2035 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 2035 A
- JP Morgan Smart Retirement 2035
- JP Morgan Smart Retirement 2035 A
- JP Morgan SmartRetirement 2035 A
- JPMorgan Smart Ret 2035
- Jpm Smart Ret 2035 A
- Jpmorgan Smartretire 2035 - A
- Jpmorgan Smartretirement 2035 A