Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JPMORGAN SMARTRET 2040 - R2 in their Schedule of Assets, totaling $2.5M 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 | MATERIAL IN MOTION MATERIAL IN MOTION 401(K) PLAN | SANTA CLARA CA | 175 | $5.8M | $555K |
| 2 | CENTER STREET COMMUNITY CLINIC I CENTER STREET COMMUNITY CLINIC INC 401K | MARION OH | 88 | $3.0M | $544K |
| 3 | ARNET PHARMACEUTICAL CORP ARNET PHARMACEUTICAL CORP 401K |
DAVIE FL |
| 357 |
| $3.2M |
| $320K |
| 4 | CITY WIDE PROPERTY SERVICES INC. CITY WIDE PROPERTY SERVICES INC. 401(K) PLAN | RANCHO CORDOVA CA | 132 | $1.6M | $249K |
| 5 | SUPERIOR CLEANING SERVICESNY SUPERIOR CLEANING SERVICES (NY) LLC 401(K) RETIREMENT PLAN | NEW YORK NY | 171 | $1.4M | $189K |
| 6 | CHERRY HILL CONSTRUCTION, INC. CHERRY HILL CONSTRUCTION 401(K) PLAN | NORTH BRANFORD CT | 231 | $2.6M | $179K |
| 7 | DISPLAYMAX INC DISPLAYMAX INC 401K PLAN & TRUST | HOWELL MI | 190 | $1.6M | $159K |
| 8 | TRIVIUM HEALTHCARE LLC TRIVIUM HEALTHCARE 401(K) PLAN | SIGNAL MOUNTAIN TN | 142 | $2.4M | $98K |
| 9 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $80K |
| 10 | EARLY DEVELOPMENT SERVICES INC. EARLY DEVELOPMENT SERVICES INC. 401K RETIREMENT SAVINGS PLAN | SEASIDE CA | 123 | $2.2M | $77K |
