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 Mutual fund in their Schedule of Assets, totaling $13.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VERDUN MANAGEMENT CO LLC VERDUN 401(K) RETIREMENT PLAN | HOUSTON TX | 223 | $89.6M | $6.9M |
| 2 | EP ENERGY GLOBAL, LLC EP ENERGY 401(K) RETIREMENT PLAN | HOUSTON TX | 92 | $79.4M | $6.2M |
