Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Asset Management JPMorgan SmartRetirement 2040 R5 N/R in their Schedule of Assets, totaling $25.7M 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 | PRIMETALS TECHNOLOGIES USA LLC METALS TECHNOLOGIES LLC SAVINGS PLAN | ALPHARETTA GA | 998 | $268.5M | $25.7M |
