Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SmartRetirement 2040 Class R6 Fund " in their Schedule of Assets, totaling $383K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARSHALL INDUSTRIAL TECHNOLOGIES MARSHALL INDUSTRIAL TECHNOLOGIES SAVINGS & RETIREMENT PLAN | TRENTON NJ | 89 | $14.5M | $383K |
