Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan JPMorgan Target Retirement Date 2040 Fund in their Schedule of Assets, totaling $140.4M 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 | FIFTH THIRD BANCORP FIFTH THIRD BANCORP 401(K) SAVINGS PLAN | CINCINNATI OH | 18,855 | $4.0B | $140.4M |
