Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s J.P. Morgan JPMorgan SmartRetirement 2040 R5 N/R in their Schedule of Assets, totaling $1.1M 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 | WEGMAN CAPITAL LLC WEGMAN CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 173 | $4.5M | $596K |
| 2 | WEGMAN PARTNERS LLC WEGMAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 163 | $3.7M | $507K |
