Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan SmartRetirement Passive Blend 2040 Fund Collective Investment Fund in their Schedule of Assets, totaling $673.7M 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 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN | OAKLAND CA | 37,423 | $5.7B | $472.9M |
| 2 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS | OAKLAND CA | 13,315 | $833.4M | $77.9M |
| 3 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON |
OAKLAND CA |
| 7,398 |
| $567.5M |
| $70.1M |
| 4 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN | OAKLAND CA | 2,204 | $407.4M | $18.0M |
| 5 | THE PERMANENTE MEDICAL GROUP, INC. KAISER PERMANENTE EMPLOYEES PENSION PLAN | OAKLAND CA | 42,355 | $5.6B | $12.3M |
| 6 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE RETIREMENT PLAN | OAKLAND CA | 140,357 | $34.5B | $9.3M |
| 7 | THE PERMANENTE MEDICAL GROUP, INC. THE PERMANENTE MEDICAL GROUP, INC. SALARY DEFERRAL RETIREMENT PLAN | OAKLAND CA | 388 | $204.8M | $9.1M |
| 8 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN | OAKLAND CA | 413 | $61.4M | $4.1M |
