Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SmartRetirement 2040 Fund Class R5 in their Schedule of Assets, totaling $10.6M 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 | BROOKLINE BANCORP, INC. BROOKLINE BANCORP 401(K) PLAN | BOSTON MA | 998 | $168.7M | $7.0M |
| 2 | LIKEWIZE CORP. LIKEWIZE CORP. 401(K) PLAN | SOUTHLAKE TX | 321 | $56.5M | $3.6M |
