JPMorgan SmartRetirement 2035 Fund Class I
Ticker SRJSX · 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
20
18 with $250K or more
Dollars held
$55.2M
69,842 of 69,862 plans with fund lines hold none
Median per plan
$2.4M
Share of their fund dollars
5.6%
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 ASRJAX | Retail / revenue sharing | 60 | $225M |
| Class Instl (this page)SRJSX | 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
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 2035 Fund Class I
The largest 10 plans in each list.
| Afc Profit Sharing Plan$146M plan · Alabama Farmers Cooperative Inc., AL · Empower | $8.7M |
| Radius Recycling, Inc. Retirement Plan$203M plan · Radius Recycling, Inc., OR · Empower | $8.7M |
| Huron Casting, Inc., Axis, Aci, BDSC, BCM, Brne 401(k) Plan$47.9M plan · Huron Casting, Inc., MI · Not identified | $7.6M |
| 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 | $4.2M |
| Wayne Hospital Company Pension Plan$14.3M plan · Wayne Hospital Company, OH · Not identified | $3.6M |
| Aer Mfg., Inc. Retirement Savings Plan and Trust$52.6M plan · Aer Manufacturing, L.P., TX · JPMorgan | $3.1M |
| 3FORM 401(k) Plan$35.5M plan · 3FORM LLC, UT · Newport Group | $2.9M |
| Lucky Star Casino 401(k) Retirement Savings Plan$25.7M plan · Lucky Star Casino, OK · Empower | $2.8M |
| Women's Care, P.C. Section 401(k) Profit Sharing Plan$59.3M plan · Women's Care, P.C., OR · Fidelity (FMR) | $2.5M |
| Tessenderlo Kerley, Inc. 401(k) Plan and Trust$102M plan · Tessenderlo Kerley, Inc., AZ · Bank of America (Merrill) | $2.4M |
Plans whose filed schedule lists JPMorgan SmartRetirement 2035 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 5 names seen in the filings
- JPMorgan Smart Retirement 2035
- JPMorgan SmartRetirement 2035
- Jpmorgan Smartretirement 2035 I
- SmartRetirement 2035
- SmartRetirement 2035 - Institutional