Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JPMorgan Smartretirement 2040 R6 Mutual fund - in their Schedule of Assets, totaling $21.0M 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 | EP LOYA GROUP, LP FRED LOYA INSURANCE 401(K) RETIREMENT PLAN | EL PASO TX | 1,791 | $24.7M | $3.8M |
| 2 | UNAKA COMPANY, INC UNAKA COMPANY 401(K) PROFIT SHARING PLAN | GREENEVILLE TN | 722 | $39.5M | $3.4M |
| 3 | STEELWAVE, INC. STEELWAVE, INC. RETIREMENT PLAN |
SAN MATEO CA |
| 88 |
| $34.4M |
| $2.9M |
| 4 | HILL FAMILY GROUP, INC HILL FAMILY GROUP RETIREMENT PLAN | FORT WORTH TX | 31 | $24.7M | $2.3M |
| 5 | NEW HUDSON FACADES, LLC NEW HUDSON FACADES, LLC RETIREMENT SAVINGS PLAN | LINWOOD PA | 330 | $22.7M | $2.0M |
| 6 | GREAT KITCHENS FOOD COMPANY, INC. GREAT KITCHENS FOOD COMPANY 401(K) PLAN | ROMEOVILLE IL | 753 | $10.4M | $1.6M |
| 7 | CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST | ALBANY NY | 384 | $66.8M | $1.4M |
| 8 | METROPOLITAN MINISTRIES, INC METROPOLITAN MINISTRIES, INC. 401(K) PLAN | TAMPA FL | 302 | $8.3M | $895K |
| 9 | BAESMAN GROUP, INC. BAESMAN GROUP, INC., 401(K) SAVINGS PLAN | HILLIARD OH | 124 | $11.9M | $884K |
| 10 | CAMELOT COMMUNITY CARE, INC. CAMELOT COMMUNITY CARE, INC. RETIREMENT PLAN | CLEARWATER FL | 1,069 | $10.8M | $708K |
