Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Smrt 2040 Registered Investment Company n/a in their Schedule of Assets, totaling $235K 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 | MOORESTOWN VISITING NURSE ASSOCIATION, INC. MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN | MOORESTOWN NJ | 68 | $15.7M | $235K |
