Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SmartRetirement 2040 R6 Mutual Fund Investments in their Schedule of Assets, totaling $192K 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 | CONTROLLED ENVIRONMENT SYSTEMS, LLC CONTROLLED ENVIRONMENT SYSTEMS, LLC 401(K) PLAN | TAUNTON MA | 93 | $7.3M | $192K |
