JPMorgan SmartRetirement 2040 Fund CLASS R5
Ticker SMTIX · Mutual fund · Share class: Class R5Target-date
Matched by tickerAll JPMorgan fundsThe JPMorgan SmartRetirement seriesSearch 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
57
45 with $250K or more
Dollars held
$614M
69,805 of 69,862 plans with fund lines hold none
Median per plan
$1.3M
Share of their fund dollars
7.3%
Same fund, other share classes
96 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class R6SMTYX | Low cost | 268 | $748M |
| Class R5 (this page)SMTIX | Low cost | 57 | $614M |
| Class ASMTAX | Retail / revenue sharing | 63 | $199M |
| Class InstlSMTSX | Low cost | 24 | $84.3M |
| JPMorgan SmartRetirement 2040 Fund Class R3SMTPX | Not stated | 4 | $24.3M |
| Class R2SMTZX | Retail / revenue sharing | 32 | $17.9M |
| Class R4SMTQX | Mid cost | 1 | $394K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
2 plans
$10.0M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
1 plan
to another class or vehicle
Plans that dropped it after 2024 (2 plans)
| Plan | Year-end value |
|---|---|
| Kelvion Products LLC 401(k) Plan$5M-$50M Target-date switch | $9.6M to $12.4M |
| Agreeya Solutions 401(k)$5M-$50M | $398K |
Plans that moved out of it to another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Ozinga Bros., Inc. Employee's Profit Sharing Plan & Trust$50M-$250M Mutual fund to collective trust | $90.0M to $106M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan SmartRetirement 2040 Fund CLASS R5
The largest 10 plans in each list.
| Childrens Hospitals and Clinics Matched Savings Plan$1.07B plan · Childrens Health Care, MN · Fidelity (FMR) | $118M |
| Old Dominion 401(k) Retirement Plan$2.60B plan · Old Dominion Freight Line, Inc., NC · Empower | $92.8M |
| Steamfitters' Industry Supplemental Retirement Fund$724M plan · Board of Trustees Steamfitters' Industry Supplemental Retirement, NY · Not identified | $90.2M |
| Swiss Re Group U.S. Employees' Savings Plan$1.82B plan · Swiss Re America Holding Corporation, NY · Empower | $71.7M |
| Sally Beauty Holdings 401(k) Retirement Savings Plan$319M plan · Sally Beauty Holdings, Inc., TX · Empower | $36.8M |
| Medical Solutions 401(k) Plan$552M plan · Medical Solutions, L.L.C., NE · Fidelity (FMR) | $36.2M |
| Metals Technologies LLC Savings Plan$298M plan · Primetals Technologies USA LLC, GA · Fidelity (FMR) | $32.2M |
| Vandalia Health System 403(b) Plan$238M plan · Vandalia Health, Inc., WV · Fidelity (FMR) | $24.8M |
| TD Williamson, LLC 401(k) Plan$148M plan · TD Williamson, LLC, OK · Empower | $16.6M |
| Mag Mutual Insurance Company 401(k) Plan$74.8M plan · Mag Mutual Insurance Company, GA · Newport Group | $16.0M |
Plans whose filed schedule lists JPMorgan SmartRetirement 2040 Fund CLASS R5.
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Vintages held
JPMorgan SmartRetirement, all classes, mutual fund.
| Vintage | Dollars | Plans |
|---|---|---|
| 2010 | $2.1M | 1 |
| 2015 | $43K | 1 |
| 2020 | $27.6M | 48 |
| 2025 | $1.21B | 460 |
| 2030 | $2.16B | 502 |
| 2035 | $2.13B | 478 |
| 2040 | $2.15B | 505 |
| 2045 | $1.83B | 474 |
| 2050 | $1.72B | 490 |
| 2055 | $1.16B | 455 |
| 2060 | $589M | 399 |
| 2065 | $77.4M | 208 |
| Income | $981M | 453 |
| Vintage not stated | $1.06B | 85 |
How the filings spell it
Show 8 names seen in the filings
- JP Morgan Smart Retirement 2040 R5
- JPM SmartRet 2040 R5
- Jpm Smrtret 2040 R5
- Jpmorgan Smart Ret 2040 R5
- Jpmorgan Smartret 2040 R5
- Jpmorgan Smartretirement 2040 Fund - R5
- Jpmorgan Smartretirement 2040 R5
- Jpmorgan Smartretirement 2040 R5 N/r