Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Investments JPMorgan Smart Ret 2040 in their Schedule of Assets, totaling $1.7M 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 | CPL ARCHITECTS, ENGINEERS, LANDSCAPE ARCHITECT AND SURVYEOR, D.P.C. CPL EMPLOYEES SAVINGS PLAN | FAIRPORT NY | 494 | $56.3M | $1.7M |
