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 Mutual fund in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PROVATION SOFTWARE GROUP, INC. PROVATION SOFTWARE GROUP, INC. 401(K) PLAN | MINNEAPOLIS MN | 281 | $16.1M | $950K |
| 2 | UNITED DAIRY, INC. UNITED DAIRY, INC. 401(K) PLAN | MARTINS FERRY OH | 126 | $11.7M | $324K |
