Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding JPMorgan SmartRet 2040 A in their Schedule of Assets, totaling $13.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SILVER VENTURES, INC. SILVER ASSOCIATES' SAVINGS PLAN | SAN ANTONIO TX | 663 | $28.6M | $2.7M |
| 2 | UTILITY TRAILER SALES S.E. TEXAS UTILITY TRAILER SALES OF S.E. TEXAS, INC. 401(K) PLAN | HOUSTON TX | 323 | $22.0M | $1.4M |
| 3 | ACTION EQUIP. & SCAFFOLD CO., IN ACTION EQUIP. & SCAFFOLD CO., INC. PROFIT SHARING PLAN |
PHOENIX AZ |
| 78 |
| $4.5M |
| $1.4M |
| 4 | TAHER, INC. TAHER, INC. 401(K) PLAN | MINNETONKA MN | 1,800 | $15.0M | $1.1M |
| 5 | FREEMAN INVESTMENT COMPANY, L.P. FREEMAN INVESTMENT COMPANY, L.P. 401(K) PLAN | GRAPEVINE TX | 537 | $23.4M | $1.1M |
| 6 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $851K |
| 7 | AHP MANAGEMENT CORPORATION AHP MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN & TRUST | ATLANTA GA | 271 | $8.7M | $729K |
| 8 | FOUR SEASONS SOLAR PRODUCTS LLC LATIUM USA GROUP 401(K) PLAN | HOLBROOK NY | 322 | $16.9M | $721K |
| 9 | ENDEAVOR MANAGED SERVICES ENDEAVOR MANAGED SERVICES 401(K) PLAN | SAN ANTONIO TX | 69 | $8.2M | $532K |
| 10 | GENESIS NETWORKS ENTERPRISES, LL GENESIS NETWORKS ENTERPRISES 401K PLAN | SAN ANTONIO TX | 97 | $8.4M | $470K |
