Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan JPMorgan Smartretirement 2040 R6 in their Schedule of Assets, totaling $18.0M 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 | MIDCONTINENT COMMUNICATIONS DBA MIDCO MIDCO 401(K) PLAN | MINNEAPOLIS MN | 1,752 | $179.1M | $5.2M |
| 2 | SILVER EAGLE DISTRIBUTORS HOUSTON, LLC SILVER EAGLE DISTRIBUTORS HOUSTON 401(K) PLAN | HOUSTON TX | 1,090 | $62.1M | $5.1M |
| 3 | BLUEHALO CYBER SOLUTIONS, LLC ASYMMETRIK, LTD. 401(K) PROFIT SHARING PLAN |
ANNAPOLIS JUNCTION MD |
| 0 |
| $0 |
| $1.9M |
| 4 | KALMAN & COMPANY INC. KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST | VIRGINIA BEACH VA | 430 | $25.4M | $1.5M |
| 5 | AUDIOCODES, INC. AUDIOCODES, INC. 401(K) PLAN | PISCATAWAY NJ | 176 | $35.4M | $1.3M |
| 6 | GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN AND TRUST | OAK CREEK WI | 80 | $6.8M | $824K |
| 7 | AG-POWER API RETIREMENT SAVINGS PLAN | MCKINNEY TX | 231 | $11.3M | $770K |
| 8 | DIVERSIFIED PROTECTION CORPORATION DPC RETIREMENT PLAN | DANIEL ISLAND SC | 864 | $9.9M | $649K |
| 9 | ALPHA COMM ENTERPRISES LLC ALPHA COMM ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCEVILLE GA | 133 | $7.7M | $487K |
| 10 | MIDCONTINENT MEDIA, INC. MIDCONTINENT MEDIA, INC. 401(K) PLAN | MINNEAPOLIS MN | 41 | $24.6M | $284K |
