Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Investment Management JPM Smart Retirement 2040 R5 in their Schedule of Assets, totaling $3.4M 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 | CRYSTAL STAIRS, INC. CRYSTAL STAIRS, INC. RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 570 | $22.6M | $3.4M |
