Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan SmartRetirement 2040 R5 in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LAMERS BUS LINES, INC. LAMERS BUS LINES, INC. 401(K) PROFIT SHARING PLAN | GREEN BAY WI | 1,334 | $26.6M | $2.1M |
| 2 | LOWER SIOUX INDIAN COMMUNITY IN THE STATE OF MINNESOTA LOWER SIOUX INDIAN COMMUNITY 401(K) RETIREMENT PLAN & TRUST | MORTON MN | 676 | $8.7M | $657K |
| 3 | UNITED CEREBRAL PALSY ASSOCIATION OF NIAGRA COUNTY, INC. |
NIAGARA FALLS NY |
| 202 |
| $5.1M |
| $59K |
