Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JP Morgan Smart Retirement 2040 in their Schedule of Assets, totaling $4.9M 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 | UROPARTNERS, LLC UROPARTNERS, LLC 401(K) PROFIT SHARING PLAN | WESTCHESTER IL | 0 | $24.2M | $3.9M |
| 2 | R BANK TEXAS R BANK TEXAS 401(K) PLAN | ROUND ROCK TX | 160 | $7.1M | $661K |
| 3 | METRO CORP. METRO CORP. RETIREMENT SAVINGS PLAN |
| 81 |
| $10.6M |
| $331K |
