Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JP Morgan Smart Retirement 2040 Fund in their Schedule of Assets, totaling $2.1M 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 | STEAMBOAT IS, INC. STEAMBOAT IS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | KENNESAW GA | 317 | $26.3M | $1.3M |
| 2 | SALAMANDER FARMS, L.L.C. SALAMANDER 401(K) RETIREMENT PLAN | THE PLAINS VA | 1,187 | $41.3M | $854K |
