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 Passive Blend 2040-CF in their Schedule of Assets, totaling $72.7M 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 | RIO TINTO AMERICA INC. RIO TINTO AMERICA INC. 401(K) SAVINGS PLAN AND INVESTMENT PARTNERSHIP PLAN | SOUTH JORDAN UT | 2,148 | $687.0M | $55.4M |
| 2 | KENNECOTT UTAH COPPER LLC KENNECOTT UTAH COPPER 401(K) SAVINGS AND RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED EMPLOYEES | SOUTH JORDAN UT | 1,584 | $130.5M | $8.3M |
| 3 |
GARY IN |
| 1,330 |
| $55.2M |
| $4.5M |
| 4 | U.S. BORAX INC. U.S. BORAX INC. 401(K) SAVINGS & RETIREMENT CONTRIBUTION PLAN FOR REPRESENTED EMPLOYEES | SOUTH JORDAN UT | 664 | $76.2M | $3.0M |
| 5 | ALCAN CORPORATION C/O RIO TINTO AMERICA RIO TINTO ALCAN 401(K) SAVINGS PLAN FOR FORMER EMPLOYEES | SOUTH JORDAN UT | 0 | $119.3M | $1.6M |
