Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SmartRetirement Blend 2040 Fund Class R6 in their Schedule of Assets, totaling $9.0M 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 | TEALIUM INC. TEALIUM INC. 401(K) PLAN | SAN DIEGO CA | 306 | $50.5M | $5.8M |
| 2 | BEEMOK CAPITAL LLC BEEMOK CAPITAL LLC PLAN | CHARLESTON SC | 775 | $46.5M | $3.2M |
