Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Smartretirement Blend 2040 in their Schedule of Assets, totaling $2.2M 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 | TAB PRODUCTS CO., LLC TAB PRODUCTS CO. TAX DEFERRED SAVINGS PLAN | MAYVILLE WI | 73 | $16.8M | $2.2M |
