Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan JPMorgan Smart Retirement 2040 in their Schedule of Assets, totaling $1.1M 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 | M. LIPSITZ & CO., LTD. LIPSITZ INDUSTRIES EMPLOYEES PROFIT SHARING PLAN AND TRUST | WACO TX | 234 | $19.5M | $1.1M |
