Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan JPMorgan SmartRetirement 2040 R2 in their Schedule of Assets, totaling $125K 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 | TORO ENTERPRISES, INC. TORO ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST | OXNARD CA | 331 | $13.5M | $125K |
