Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SmartRet 2040 Fnd R6 in their Schedule of Assets, totaling $267K 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 | JR MANAGEMENT, INC. GATORS & PIESANOS 401(K) PLAN | GAINESVILLE FL | 423 | $2.2M | $267K |
