Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPM SMART RET 2040 R3 in their Schedule of Assets, totaling $1.4M 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 | NYC ALLIANCE GROUP, LLC NYC ALLIANCE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 351 | $8.3M | $1.1M |
| 2 | VISION INTEGRATION TECHNOLOGIES, VISION INTEGRATION TECHNOLOGIES, INC. | DETROIT MI | 67 | $2.8M | $315K |
