Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JPMorgan Smartretirement Blend 2040 R6 Mutual Fund - in their Schedule of Assets, totaling $40.8M 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 | SUBSEA 7 (US) LLC SUBSEA 7 401(K) RETIREMENT PLAN | HOUSTON TX | 655 | $153.4M | $9.3M |
| 2 | J.B POINDEXTER & CO., INC. JBP CO., INC. 401(K) SAVINGS PLAN | HOUSTON TX | 7,997 | $275.3M | $7.3M |
| 3 | WHATCOM EDUCATIONAL CREDIT UNION WHATCOM EDUCATIONAL CREDIT UNION RETIREMENT PLAN |
BELLINGHAM WA |
| 418 |
| $71.7M |
| $6.0M |
| 4 | P.W. GILLIBRAND CO., INC. P.W. GILLIBRAND COMPANY TAX-DEFERRED SAVINGS PLAN | SIMI VALLEY CA | 215 | $25.2M | $5.2M |
| 5 | BRINKMAN INTERNATIONAL GROUP, INC. BRINKMAN INTERNATIONAL GROUP 401(K) PLAN | ROCHESTER NY | 190 | $42.4M | $2.7M |
| 6 | RADICAL MEDIA LLC RADICAL MEDIA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 64 | $14.9M | $2.5M |
| 7 | THE NORTH CAROLINA MUTUAL WHOLESALE DRUG COMPANY, INC. MUTUAL DRUG 401(K) PLAN | DURHAM NC | 95 | $22.7M | $1.9M |
| 8 | MODERN OFFICE METHODS, INC. MODERN OFFICE METHODS INC. SAVINGS AND INVESTMENT PLAN | CINCINNATI OH | 231 | $22.0M | $1.4M |
| 9 | ALTRUST FINANCIAL SERVICES, INC. ALTRUST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | CULLMAN AL | 283 | $9.6M | $1.3M |
| 10 | SKYLINE WINDOWS, LLC SKYLINE WINDOWS, LLC 401(K) PLAN | BRONX NY | 203 | $16.9M | $1.3M |
