Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan 2040 Smart Retirement R6 Mutual Fund in their Schedule of Assets, totaling $242K 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 | SUNLIGHT PEAK, LLLP DBA SAK LLC SAK 401(K) PLAN | OFALLON MO | 619 | $40.1M | $184K |
| 2 | SAK CONSTRUCTION, LLC SAK CONSTRUCTION, LLC AND SUBSIDIARIES 401(K) PLAN | OFALLON MO | 485 | $25.5M | $58K |
