Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Smart Retirement 2040 A in their Schedule of Assets, totaling $793K 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 | FLEXFAB HORIZONS INTERNATIONAL, INC. FLEXFAB HORIZONS INTERNATIONAL RETIREMENT SAVINGS PLAN | HASTINGS MI | 212 | $37.0M | $650K |
| 2 | FLEXFAB HORIZONS INTERNATIONAL FLEXFAB 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | HASTINGS MI | 255 | $10.3M | $143K |
