Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SmartRet 2040 Fnd R6 Registered Investment Company in their Schedule of Assets, totaling $15.0M 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 | PENN ENGINEERING & MANUFACTURING PENN ENGINEERING 401(K) PLAN | DANBORO PA | 900 | $164.1M | $11.5M |
| 2 | JFC INTERNATIONAL INC. JFC INTERNATIONAL INC. SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES CA | 710 | $174.8M | $3.5M |
