Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Chase & Co. JPMorgan SmartRetirement 2040 N/R in their Schedule of Assets, totaling $279K 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 | SENDERO BUSINESS SERVICES, L.P. SENDERO 401(K) RETIREMENT PLAN | DALLAS TX | 225 | $23.5M | $279K |
