Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SmartRetirement 2040 Fund - Class A in their Schedule of Assets, totaling $2.6M 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 | DB STERLIN CONSULTANTS, INC. DB STERLIN CONSULTANTS, INC. PROFIT SHARING AND 401(K) PLAN AND TRUST | CHICAGO IL | 143 | $17.3M | $2.6M |
