Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Chase Bank 2040 Smartretirement Solution in their Schedule of Assets, totaling $34.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALEX LEE, INC. ALEX LEE, INC. AND AFFILIATES RETIREMENT SAVINGS PLAN | HICKORY NC | 10,743 | $323.1M | $34.2M |
