Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMORGAN SMARTRET 2040 I in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RUSSO HARDWARE INC RUSSO HARDWARE INC 401(K) PLAN | SCHILLER PARK IL | 181 | $15.5M | $1.4M |
| 2 | CHICAGO REVIEW PRESS, INC. CHICAGO REVIEW PRESS RETIREMENT SAVINGS PLAN | CHICAGO IL | 148 | $12.2M | $1.3M |
