Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan SmartRet B 2040 Fd R6 Registered Investment Company in their Schedule of Assets, totaling $3.1M 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 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $2.4M |
| 2 | JOHN W. MCDOUGALL CO. , INC. JOHN W. MCDOUGALL CO. , INC. PROFIT SHARING AND | NASHVILLE TN | 186 | $8.8M | $553K |
| 3 | LOUIS V. LEPAK TRUCKING CO., INC. LOUIS V. LEPAK TRUCKING CO., INC. 401K SAVINGS |
OKLAHOMA CITY OK |
| 115 |
| $3.8M |
| $118K |
