Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Smart Retirement 2040 I in their Schedule of Assets, totaling $11.0M 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 | FREDRIKSON & BYRON PA FREDRIKSON & BYRON PA PROFIT SHARING PLAN | MINNEAPOLIS MN | 806 | $491.0M | $10.6M |
| 2 | NEWCOMB SPRING CORP. NEWCOMB SPRING CORP. RETIREMENT PLAN | ALPHARETTA GA | 182 | $22.0M | $410K |
