Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan JPMorgan Smart Retire Blnd 2040 Fund in their Schedule of Assets, totaling $170K 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 | WITTENSTEIN, INC. US WITTENSTEIN GROUP EMPLOYEES' RETIREMENT AND SAVINGS PLAN & TRUST | BARTLETT IL | 103 | $23.9M | $170K |
