PlanOptica

MassMutual RetireSMART by JPMorgan 2055 Fund Class I

Ticker MMWZX · Mutual fund · Share class: Class ILow cost

Matched by tickerAll JPMorgan fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
3
2 with $250K or more
Dollars held
$1.9M
69,859 of 69,862 plans with fund lines hold none
Median per plan
$754K
Share of their fund dollars
7.4%

Other share classes of this fund

1 plan hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class I (this page)MMWZXLow cost3$1.9M
Class R4MMWEXMid cost1$607K

Plans that added or dropped it from 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

No plan added or dropped this fund between 2024 and 2025.

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold MassMutual RetireSMART by JPMorgan 2055 Fund Class I

The largest 10 plans in each list.

Bozard Ford Company Employees' 401(k) Savings & Protection Plan$7.9M plan · Bozard Ford Company, FL · Empower$1.1M
Ohio Eagle Distributing, LLC 401(k) Plan #1$14.2M plan · Ohio Eagle Distributing, LLC, OH · Empower$754K
Ieds Logistics 401(k) Plan$5.0M plan · Inland Empire Distribution Systems, Inc., WA · Empower$49K

Plans whose filed schedule lists MassMutual RetireSMART by JPMorgan 2055 Fund Class I.

How the filings spell it

Show 2 names seen in the filings
  • MassMutual Retiresmart By Jpm 2055
  • Massmutual Retiresmart BY Jpm 2055 I