Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SmartRetirement 2040 A Registered Investment Company in their Schedule of Assets, totaling $1.5M 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 | THE CRAWFORD SUPPLY GROUP, INC. THE CRAWFORD SUPPLY GROUP, INC. 401(K) PLAN | MORTON GROVE IL | 127 | $12.7M | $1.3M |
| 2 | PROCUREABILITY INC PROCUREABILITY INC 401(K) PROFIT SHARING PLAN & TRUST | TRUCKEE CA | 133 | $4.4M | $200K |
