JPMorgan SmartRetirement 2040 Fund Class R6
Ticker SMTYX · Mutual fund · Share class: Class R6Target-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
268
221 with $250K or more
Dollars held
$748M
69,594 of 69,862 plans with fund lines hold none
Median per plan
$1.3M
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 R6 (this page)SMTYX | 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 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
1 plan
$14.2M at year-end 2025
Dropped
2 plans
$30.4M at year-end 2024
Moved in
1 plan
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| BT Construction, Inc. Profit Sharing Plan$5M-$50M Target-date switch | $6.7M to $14.2M |
Plans that dropped it after 2024 (2 plans)
| Plan | Year-end value |
|---|---|
| Authority Brands, Inc. 401(k) Plan$50M-$250M Target-date switch | $27.6M to $34.9M |
| Surfstyle 401(k)Under $5M | $2.8M to $3.7M |
Plans that moved into it from another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Lake State Railway Company 401(k) Profit Sharing Plan$5M-$50M | $2.0M to $3.1M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan SmartRetirement 2040 Fund Class R6
The largest 10 plans in each list.
| Baylor Scott & White Health 403(b) Savings Plan$741M plan · Baylor Scott & White Health, TX · Empower | $66.2M |
| Meriter 401(k) Plan$386M plan · Meriter Health Systems, Inc., WI · Fidelity (FMR) | $43.0M |
| Upbound 401(k) Retirement Savings Plan$261M plan · Upbound Group, Inc., TX · JPMorgan | $31.0M |
| General Health System Retirement Plus$308M plan · General Health System, LA · Empower | $28.4M |
| Trimark Retirement Savings Plan$273M plan · TMK Global Holdings, LLC, MA · Fidelity (FMR) | $21.1M |
| Forcepoint 401(k) Retirement Plan$126M plan · Forcepoint LLC, TX · Principal | $14.4M |
| Catalyst Corporate Federal Credit Union 401(k)/ Profit Sharing Plan and Trust$85.6M plan · Catalyst Corporate Federal Credit Union, TX · Not identified | $13.2M |
| Forcepoint 401(k) Retirement Plan$122M plan · Forcepoint LLC, TX · Principal | $13.2M |
| Oneblood 403(b) Retirement Plan$181M plan · Oneblood, Inc., FL · Voya | $12.7M |
| Sabert Corporation 401(k) Plan$130M plan · Sabert Corporation, NJ · JPMorgan | $10.5M |
Plans whose filed schedule lists JPMorgan SmartRetirement 2040 Fund Class R6.
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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
- J.P. Morgan Smart Retirement 2040 R6
- J.P. Morgan SmartRetirement 2040 R6
- JP Morgan 2040 Smart Retirement R6
- JP Morgan Funds JP Morgan SmartRtmt 2040 R6 Fd
- JP Morgan Smart Ret 2040 R6
- JP Morgan Smret BL 2040 R6 FD
- JPMorgan SmartRetirement
- R6 Jpmorgan Smartretirement