Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SmartRetirement 2040 Registered investment company (y) in their Schedule of Assets, totaling $558K 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 | GREEN TOKAI CO., LTD. GREEN TOKAI CO., LTD. 401(K) PLAN | BROOKVILLE OH | 581 | $21.2M | $558K |
