Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Smartretirement 2040 in their Schedule of Assets, totaling $5.1M 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 | OMEGA FLEX, INC. OMEGA FLEX, INC. 401(K) PROFIT SHARING PLAN | EXTON PA | 149 | $28.9M | $3.3M |
| 2 | TRANSPORT REFRIGERATION INC. TRANSPORT REFRIGERATION INC. 401(K) PROFIT SHARING PLAN | DE PERE WI | 631 | $12.0M | $1.6M |
| 3 | HARROGATE INCORPORATED HARROGATE EMPLOYEES ANNUITY PLAN |
LAKEWOOD NJ |
| 208 |
| $6.2M |
| $136K |
| 4 | PHOENIX TUBE COMPANY, INC. PHOENIX TUBE COMPANY, INC. 401(K) PROFIT SHARING PLAN | BETHLEHEM PA | 134 | $12.7M | $110K |
