Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding JPM SMARTRETIREMENT 2040 R6 in their Schedule of Assets, totaling $36.4M 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 | STEVEN DOUGLAS ASSOCIATES LLC STEVEN DOUGLAS ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | SUNRISE FL | 335 | $23.0M | $8.9M |
| 2 | ENDEMOL USA, INC. ENDEMOL USA, INC. 401(K) P/S PLAN | NORTH HOLLYWOOD CA | 132 | $30.5M | $3.6M |
| 3 | MIBA INDUSTRIAL BEARINGS US LLC MIBA INDUSTRIAL BEARINGS 401(K) PLAN |
GRAFTON WI |
| 208 |
| $37.9M |
| $2.7M |
| 4 | CACIQUE FOODS LLC CACIQUE FOODS LLC PROFIT SHARING /SALARY SAVINGS PLAN | IRVING TX | 352 | $36.5M | $2.2M |
| 5 | NORTH AMERICAN HOGANAS HOLDINGS NORTH AMERICAN HOGANAS SALARY 401(K) PLAN | HOLLSOPPLE PA | 151 | $50.9M | $2.2M |
| 6 | PAUL REED SMITH GUITARS, LP PAUL REED SMITH GUITARS, LP 401(K) PROFIT SHARING PLAN | STEVENSVILLE MD | 494 | $26.8M | $2.0M |
| 7 | CONTERRA ULTRA BROADBAND, LLC CONTERRA ULTRA BROADBAND, LLC 401(K) PLAN | CHARLOTTE NC | 318 | $23.1M | $1.7M |
| 8 | ASSOCIATED UROLOGICAL SPECIALIST ASSOCIATED UROLOGICAL 401(K) PROFIT SHARING PLAN | ORLAND PARK IL | 102 | $19.5M | $1.5M |
| 9 | SOUTHLAW, P.C. SOUTHLAW, P.C. 401(K) RETIREMENT PLAN | OVERLAND PARK KS | 89 | $12.8M | $1.5M |
| 10 | IMMEDICA PHARMA US INC. IMMEDICA PHARMA US INC. 401(K) PLAN | CHICAGO IL | 61 | $14.7M | $1.4M |
