Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Mass Mutual Select MM RetireSMART by JPMorgan 2040 I Fund in their Schedule of Assets, totaling $215K 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 | HUDSON RIVER INN, LLC BD / SIRE 401(K) PLAN | NEW YORK NY | 689 | $3.8M | $215K |
