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 SmartRetirement 2040 Fund in their Schedule of Assets, totaling $1.6M 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 | MCLEAN PACKAGING CORPORATION MCLEAN PACKAGING CORPORATION PROFIT SHARING PLAN | MOORESTOWN NJ | 87 | $8.9M | $1.0M |
| 2 | DOWCO, INC. DOWCO, INC. 401(K) SAVINGS PLAN | MANITOWOC WI | 92 | $4.9M | $575K |
