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 Blend 2040 in their Schedule of Assets, totaling $22.6M 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 | COMMVAULT SYSTEMS, INC. COMMVAULT SYSTEMS, INC. 401K PLAN | TINTON FALLS NJ | 1,241 | $290.1M | $21.1M |
| 2 | ENERCON, LTD. GRUMMAN/BUTKUS ASSOCIATES, LTD. EMPLOYEE 401(K) PLAN | EVANSTON IL | 146 | $60.9M | $1.5M |
