JPMorgan SmartRetirement 2040 Fund Class R3
Ticker SMTPX · Mutual fundTarget-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
4
3 with $250K or more
Dollars held
$24.3M
69,858 of 69,862 plans with fund lines hold none
Median per plan
$749K
Share of their fund dollars
5.5%
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 R5SMTIX | Low cost | 57 | $614M |
| Class ASMTAX | Retail / revenue sharing | 63 | $199M |
| Class InstlSMTSX | Low cost | 24 | $84.3M |
| JPMorgan SmartRetirement 2040 Fund Class R3 (this page)SMTPX | 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
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 JPMorgan SmartRetirement 2040 Fund Class R3
The largest 10 plans in each list.
| Emblemhealth Services Company, LLC 401(k) Plan$440M plan · Emblemhealth Services Company LLC, NY · Empower | $23.1M |
| B&E 401(k) Plan$9.0M plan · B&E Resources, LLC, TX · Empower | $749K |
| Staten Island Physician Practice, P.C. Union Employees Pension Plan$7.0M plan · Advantagecare Physicians, P.C., NY · Empower | $512K |
| Advanced Auto Trends Employee Savings and Retirement Plan$7.4M plan · Advanced Auto Trends, Inc., MI · Empower | $15K |
Plans whose filed schedule lists JPMorgan SmartRetirement 2040 Fund Class R3.
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 2 names seen in the filings
- JPMorgan SmartRetirement 2040
- Jpmorgan Smartretirement 2040 R3