JPMorgan SmartRetirement 2040 Fund Class I
Ticker SMTSX · Mutual fund · Share class: Class InstlTarget-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
24
23 with $250K or more
Dollars held
$84.3M
69,838 of 69,862 plans with fund lines hold none
Median per plan
$2.3M
Share of their fund dollars
7.4%
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 Instl (this page)SMTSX | 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
1 plan
$17.9M 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 |
|---|---|
| V Cruises US LLC 401(k) Plan$5M-$50M Target-date switch | $17.9M to $24.9M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan SmartRetirement 2040 Fund Class I
The largest 10 plans in each list.
| Radius Recycling, Inc. Retirement Plan$203M plan · Radius Recycling, Inc., OR · Empower | $17.9M |
| Afc Profit Sharing Plan$146M plan · Alabama Farmers Cooperative Inc., AL · Empower | $8.4M |
| Cooperative Regions of Organic Producer Pools Cooperative, Inc. 401(k) Retirement Savings Plan$112M plan · Cooperative Regions of Organic Producer Pools Cooperative, Inc., WI · JPMorgan | $8.0M |
| 3FORM 401(k) Plan$35.5M plan · 3FORM LLC, UT · Newport Group | $6.1M |
| Karl Knauz Motors, Inc. 401(k)/Profit Sharing Plan$35.1M plan · Karl Knauz Motors, Inc., IL · Not identified | $4.8M |
| Huron Casting, Inc., Axis, Aci, BDSC, BCM, Brne 401(k) Plan$47.9M plan · Huron Casting, Inc., MI · Not identified | $4.7M |
| KPS Capital Partners, LP 401(k) Profit Sharing Plan$74.1M plan · KPS Capital Partners, LP, NY · Not identified | $4.5M |
| Women's Care, P.C. Section 401(k) Profit Sharing Plan$59.3M plan · Women's Care, P.C., OR · Fidelity (FMR) | $3.2M |
| Aer Mfg., Inc. Retirement Savings Plan and Trust$52.6M plan · Aer Manufacturing, L.P., TX · JPMorgan | $3.1M |
| Tessenderlo Kerley, Inc. 401(k) Plan and Trust$102M plan · Tessenderlo Kerley, Inc., AZ · Bank of America (Merrill) | $2.8M |
Plans whose filed schedule lists JPMorgan SmartRetirement 2040 Fund Class I.
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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 7 names seen in the filings
- J P Morgan Smartretirement 2040 I
- JP Morgan Smart Retirement 2040 I
- JPMorgan Smart Retirement 2040
- JPMorgan SmartRetirement 2040
- JPMorgan SmartRetirement 2040 I
- SmartRetirement 2040
- SmartRetirement 2040 - Institutional