Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Smartretirement 2040 A in their Schedule of Assets, totaling $1.6M 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 | STURDY SAVINGS BANK STURDY SAVINGS BANK 401K RETIREMENT SAVINGS PLAN | STONE HARBOR NJ | 136 | $36.7M | $1.2M |
| 2 | WALLACE IMPORTS OF BRISTOL, INC. WALLACE AUTOMOTIVE EMPLOYEE SAVINGS & PROTECTION PLAN | KINGSPORT TN | 227 | $6.8M | $278K |
| 3 | PARAMOUNT HEALTH RESOURCES INC |
MCMURRAY PA |
| 1,427 |
| $4.6M |
| $112K |
| 4 | LEHIGH VALLEY HEALTH NETWORK, INC. POCONO HEALTH SYSTEM DEFINED CONTRIBUTION PLAN | ALLENTOWN PA | 971 | $43.4M | $62K |
