JPMorgan SmartRetirement 2035 Fund CLASS R5
Ticker SRJIX · 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
53
46 with $250K or more
Dollars held
$469M
69,809 of 69,862 plans with fund lines hold none
Median per plan
$1.4M
Share of their fund dollars
6.1%
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 R5 (this page)SRJIX | Low cost | 53 | $469M |
| Class ASRJAX | 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
0 plans
$0 at year-end 2025
Dropped
2 plans
$21.2M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that dropped it after 2024 (2 plans)
| Plan | Year-end value |
|---|---|
| BBP Sales, LLC 401(k) Plan$5M-$50M Target-date switch | $15.4M to $19.2M |
| Sterling Automotive Group 401(k) Plan$5M-$50M | $5.9M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan SmartRetirement 2035 Fund CLASS R5
The largest 10 plans in each list.
| Old Dominion 401(k) Retirement Plan$2.60B plan · Old Dominion Freight Line, Inc., NC · Empower | $113M |
| Childrens Hospitals and Clinics Matched Savings Plan$1.07B plan · Childrens Health Care, MN · Fidelity (FMR) | $69.7M |
| Swiss Re Group U.S. Employees' Savings Plan$1.82B plan · Swiss Re America Holding Corporation, NY · Empower | $55.2M |
| Sally Beauty Holdings 401(k) Retirement Savings Plan$319M plan · Sally Beauty Holdings, Inc., TX · Empower | $46.1M |
| Medical Solutions 401(k) Plan$552M plan · Medical Solutions, L.L.C., NE · Fidelity (FMR) | $28.7M |
| Vandalia Health System 403(b) Plan$238M plan · Vandalia Health, Inc., WV · Fidelity (FMR) | $26.0M |
| Ineos Savings and Investment Plan (Sip)$149M plan · Ineos Pigments USA Inc., MD · Fidelity (FMR) | $14.2M |
| TD Williamson, LLC 401(k) Plan$148M plan · TD Williamson, LLC, OK · Empower | $11.7M |
| Airbus Helicopters, Inc. Retirement Plan$191M plan · Airbus Helicopters, Inc., VA · Fidelity (FMR) | $11.4M |
| Wayne J. Griffin Electric, Inc. Retirement Savings Plan$254M plan · Wayne J. Griffin Electric, Inc, MA · Fidelity (FMR) | $10.9M |
Plans whose filed schedule lists JPMorgan SmartRetirement 2035 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 2035 R5
- JPMORGAN SMARTRETIREMENT 2035 R5 n/a
- JPMorgan Smart Ret 2035
- Jpm Smrtret 2035 R5
- Jpmorgan Smart Ret 2035 R5
- Jpmorgan Smartretirement 2035 Fund - R5
- Jpmorgan Smartretirement 2035 R5
- Jpmorgan Smartretirement 2035 R5 N/r