MassMutual RetireSMART by JPMorgan 2040 Fund Class I
Ticker MRFUX · 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
3 with $250K or more
Dollars held
$2.4M
69,859 of 69,862 plans with fund lines hold none
Median per plan
$808K
Share of their fund dollars
9.3%
Other share classes of this fund
1 plan hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class I (this page)MRFUX | Low cost | 3 | $2.4M |
| Class R4MRFZX | Mid cost | 1 | $1.5M |
Plans that added or dropped it from 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$9.6M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Umansky Automotive Group Profit Sharing and Employee Savings Plan$5M-$50M | $9.6M to $11.4M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold MassMutual RetireSMART by JPMorgan 2040 Fund Class I
The largest 10 plans in each list.
| Ohio Eagle Distributing, LLC 401(k) Plan #1$14.2M plan · Ohio Eagle Distributing, LLC, OH · Empower | $1.2M |
| Bozard Ford Company Employees' 401(k) Savings & Protection Plan$7.9M plan · Bozard Ford Company, FL · Empower | $808K |
| Ieds Logistics 401(k) Plan$5.0M plan · Inland Empire Distribution Systems, Inc., WA · Empower | $379K |
Plans whose filed schedule lists MassMutual RetireSMART by JPMorgan 2040 Fund Class I.
How the filings spell it
Show 2 names seen in the filings
- MassMutual Retiresmart By Jpm 2040
- Massmutual Retiresmart BY Jpm 2040 I