Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Smart Retirement 2040 in their Schedule of Assets, totaling $67.6M 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 | SOUTHERN ILLINOIS HOSPITAL SERVICES SOUTHERN ILLINOIS HEALTHCARE RETIREMENT SAVINGS PLAN | CARBONDALE IL | 4,119 | $399.3M | $52.9M |
| 2 | BUHLER INC. BUHLER GROUP USA 401(K) PLAN | PLYMOUTH MN | 898 | $147.0M | $6.6M |
| 3 | V CRUISES US LLC V CRUISES US LLC. 401(K) PLAN |
PLANTATION FL |
| 527 |
| $27.0M |
| $6.3M |
| 4 | RUSSELL T. BUNDY ASSOCIATES, INC. BUNDY ASSOCIATES RETIREMENT PLAN | URBANA OH | 633 | $55.3M | $1.5M |
| 5 | MALVERN NATIONAL BANK MALVERN NATIONAL BANK 401(K) PROFIT SHARING PLAN | MALVERN AR | 120 | $8.8M | $239K |
