Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPM SMRTRET 2040 R5 in their Schedule of Assets, totaling $3.1M 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 | H.I.G. CAPITAL MANAGEMENT, LLC H.I.G. CAPITAL MANAGEMENT, LLC 401(K) PLAN | MIAMI FL | 696 | $122.3M | $1.5M |
| 2 | JV ASSET HOLDCO LLC JV ASSET HOLDCO LLC 401(K) PLAN | NEW YORK NY | 168 | $12.9M | $1.2M |
| 3 | JERGENS, INC. JERGENS, INC. SALARY REDUCTION PROFIT SHARING RETIREMENT PLAN AND TRUST |
CLEVELAND OH |
| 252 |
| $26.2M |
| $412K |
