MassMutual RetireSMART by JPMorgan 2040 Fund Class R4
Ticker MRFZX · Mutual fund · Share class: Class R4Mid 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
1
1 with $250K or more
Dollars held
$1.5M
69,861 of 69,862 plans with fund lines hold none
Median per plan
$1.5M
Share of their fund dollars
20.6%
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 IMRFUX | Low cost | 3 | $2.4M |
| Class R4 (this page)MRFZX | Mid cost | 1 | $1.5M |
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 2040 Fund Class R4
The largest 10 plans in each list.
| Central Milling 401(k) Retirement Plan$7.2M plan · Central Milling Holdings, Inc., UT · Empower | $1.5M |
Plans whose filed schedule lists MassMutual RetireSMART by JPMorgan 2040 Fund Class R4.
How the filings spell it
Show 2 names seen in the filings
- MassMutual RetireSMART by JPM 2040 R4
- MassMutual Retiresmart By Jpm 2040