Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JPMorgan* SmartRetirement 2040 Fund in their Schedule of Assets, totaling $406.4M 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 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 25,777 | $3.3B | $299.5M |
| 2 | MERITER HEALTH SYSTEMS, INC. MERITER 401(K) PLAN | MADISON WI | 3,454 | $334.6M | $37.5M |
| 3 | BALFOUR BEATTY CONSTRUCTION GROUP, INC. BALFOUR BEATTY CONSTRUCTION GROUP 401(K) AND PROFIT SHARING PLAN |
DALLAS TX |
| 2,041 |
| $486.8M |
| $33.6M |
| 4 | RAILWORKS CORPORATION RAILWORKS CORPORATION INCENTIVE PLAN | NEW YORK NY | 1,027 | $108.0M | $7.5M |
| 5 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM TAX DEFERRED SECTION 403(B) PLAN | WEST DES MOINES IA | 781 | $65.2M | $6.2M |
| 6 | KINTETSU WORLD EXPRESS (U.S.A.), INC. KINTETSU WORLD EXPRESS (U.S.A.), INC. EMPLOYEES 401(K) PLAN | JERICHO NY | 941 | $166.0M | $5.9M |
| 7 | HALL & EVANS, LLC HALL & EVANS, LLC EMPLOYEE SAVINGS PLAN | DENVER CO | 223 | $45.3M | $4.0M |
| 8 | JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL EMPLOYEES' PENSION PLAN | ST. MARYS OH | — | $41.8M | $2.8M |
| 9 | BOPP-BUSCH MANUFACTURING CO. BOPP-BUSCH MANUFACTURING CO. 401(K) PLAN | AU GRES MI | 108 | $10.6M | $2.7M |
| 10 | CARDINAL HEALTH, INC. CARDINAL HEALTH 401(K) SAVINGS PLAN FOR EMPLOYEES OF PUERTO RICO | DUBLIN OH | 650 | $51.9M | $2.5M |
