Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SmartRetirement 2040 R2 Variable Annuities in their Schedule of Assets, totaling $1.5M 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 | THE WHOLE CHILD THE WHOLE CHILD 401(K) PLAN | WHITTIER CA | 146 | $5.7M | $1.3M |
| 2 | DEVTECH SYSTEMS, INC. DEVTECH SYSTEMS, INC. 401(K) PLAN | ARLINGTON VA | 121 | $12.8M | $237K |
