Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SmartRetirement 2040 Fd Mutual Fund in their Schedule of Assets, totaling $3.5M 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 | MARK ANTHONY BRANDS INC. MARK ANTHONY GROUP 401(K) PLAN | CHICAGO IL | 1,431 | $79.5M | $3.5M |
