Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments JP Morgan Smart Retirement 2040 in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BAKER DRYWALL PARTNERSHIP, LLP BAKER DRYWALL PARTNERSHIP, LLP 401(K) PLAN | MESQUITE TX | 649 | $44.4M | $5.5M |
