Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPM SMARTRET BLEND 2040 R6 Registered Investment Company in their Schedule of Assets, totaling $20.4M 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 | KITCHELL CORPORATION KITCHELL AFFILIATES EMPLOYEES' TAX DEFERRED SAVINGS PLAN | PHOENIX AZ | 627 | $87.3M | $11.1M |
| 2 | ROCKPOINT MANAGEMENT, LLC ROCKPOINT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 197 | $60.8M | $4.9M |
| 3 | OX PAPER TUBE & CORE, LLC |
HANOVER PA |
| 521 |
| $26.4M |
| $1.7M |
| 4 | PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN | LOS ANGELES CA | 111 | $148.2M | $1.5M |
| 5 | TORTOISEECOFIN INVESTMENTS, LLC TORTOISEECOFIN INVESTMENTS 401(K) PLAN | OVERLAND PARK KS | 107 | $19.7M | $608K |
| 6 | KARPINSKI ENGINEERING, INC. KARPINSKI ENGINEERING, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST | CLEVELAND OH | 126 | $24.8M | $574K |
