Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Smartretirement Blend 2040 R6 Registered Investment Company in their Schedule of Assets, totaling $6.0M 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 | GREAT BAY DISTRIBUTORS, INC. SAVINGS AND RETIREMENT PLAN FOR EMPLOYEES OF GREAT BAY DISTRIBUTORS, INC. | ST. PETERSBURG FL | 354 | $42.8M | $3.0M |
| 2 | CLEVELAND STEEL CONTAINER CORPORATION CLEVELAND STEEL CONTAINER CORP. 401(K) PROFIT SHARING PLAN | HUDSON OH | 410 | $63.7M | $2.8M |
| 3 | RECOVERY RESOURCES |
CLEVELAND OH |
| 87 |
| $2.8M |
| $176K |
