Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan SmartRetirement 2040 R6 JP Morgan 0 in their Schedule of Assets, totaling $3.0M 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 | NORTHVIEW HOTELS & RESORTS, LLC NORTHVIEW HOTELS & RESORTS 401(K) PLAN | WILTON CT | 2,348 | $21.2M | $1.4M |
| 2 | LAKE STATE RAILWAY COMPANY LAKE STATE RAILWAY COMPANY 401(K) PROFIT SHARING PLAN | SAGINAW MI | 132 | $8.8M | $681K |
| 3 | PIVOT POINT INTERNATIONAL, INC. |
CHICAGO IL |
| 89 |
| $18.2M |
| $387K |
| 4 | HIGH TOWER GROUP, LLC HIGH TOWER 401(K) | JAMESTOWN NC | 92 | $4.3M | $311K |
| 5 | STRATUS AVIATION LLC STRATUS AVIATION LLC 401(K) PLAN | NEW CASTLE DE | 159 | $4.0M | $106K |
| 6 | TREND SERVICES, INC. TREND SERVICES, INC. PROFIT SHARING PLAN | LAFAYETTE LA | 131 | $3.7M | $85K |
| 7 | OFFICE BASICS, INC. OFFICE BASICS, INC. 401(K) PLAN | BOOTHWYN PA | 136 | $13.9M | $43K |
| 8 | PATHWAYS TO COMMUNITY, INC PATHWAYS TO COMMUNITY 401(K) PLAN | ST PAUL MN | 128 | $588K | $18K |
| 9 | INTERFAITH WORKS, INC. INTERFAITH WORKS RETIREMENT & EE SAVINGS PLAN | ROCKVILLE MD | 65 | $1.2M | $10K |
| 10 | THE YALE CLUB OF NEW YORK CITY THE YALE CLUB OF NEW YORK CITY 401(K) PLAN | NEW YORK NY | 200 | $13.5M | $9K |
