JPMorgan SmartRetirement 2035 Fund Class R2
Ticker SRJZX · Mutual fund · Share class: Class R2Retail / 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
29
10 with $250K or more
Dollars held
$7.6M
69,833 of 69,862 plans with fund lines hold none
Median per plan
$176K
Share of their fund dollars
4.3%
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 InstlSRJSX | Low cost | 20 | $55.2M |
| JPMorgan SmartRetirement 2035 Fund Class R3SRJPX | Not stated | 6 | $35.1M |
| Class R2 (this page)SRJZX | 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
1 plan
$1.5M 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 |
|---|---|
| Trivium Healthcare 401(k) PlanUnder $5M | $1.5M to $2.1M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan SmartRetirement 2035 Fund Class R2
The largest 10 plans in each list.
| Scott Credit Union 401(k) Plan$23.6M plan · Scott Credit Union, IL · Transamerica (Aegon) | $1.4M |
| Pride Star Ems. 401(k) Plan$12.6M plan · Pride Star Ems, MA · Commonwealth Financial Network | $689K |
| Central Concrete Supermix, Inc. Employee(s) 401(k) & Retirement Savings Plan$10.0M plan · Central Concrete Supermix, Inc., FL · Empower | $633K |
| Specialty RX, Inc. 401(k) Saving Plan$8.0M plan · Specialty RX, Inc., NJ · Empower | $628K |
| Devtech Systems, Inc. 401(k) Plan$13.5M plan · Devtech Systems, Inc., VA · Empower | $471K |
| Minerallac Company 401(k) Profit Sharing Plan$6.0M plan · Minerallac Company, IL · Not identified | $436K |
| Arnet Pharmaceutical Corp 401(k)$4.1M plan · Arnet Pharmaceutical Corp, FL · ADP | $424K |
| Toro Enterprises 401(k) PS Plan$16.5M plan · Toro Enterprises, Inc., CA · Empower | $333K |
| City Wide Property Services Inc. 401(k) Plan$1.8M plan · City Wide Property Services Inc., CA · ADP | $331K |
| Superior Cleaning Services (NY) LLC 401(k) Retirement Plan$1.2M plan · Superior Cleaning Servicesny, NY · ADP | $314K |
Plans whose filed schedule lists JPMorgan SmartRetirement 2035 Fund Class R2.
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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 7 names seen in the filings
- JPMorgan Smart Retirement 2035
- JPMorgan SmartRetirement 2035
- JPMorgan SmartRetirement 2035 Fund - R2
- JPMorgan Smartret 2035
- Jpmorgan Smartret 2035 - R2
- Jpmorgan Smartretirement 2035 R2
- SmartRetirement 2035