JPMorgan SmartRetirement 2040 Fund Class R2
Ticker SMTZX · Mutual fund · Share class: Class R2Retail / revenue sharingTarget-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
32
14 with $250K or more
Dollars held
$17.9M
69,830 of 69,862 plans with fund lines hold none
Median per plan
$225K
Share of their fund dollars
7.9%
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 R3SMTPX | Not stated | 4 | $24.3M |
| Class R2 (this page)SMTZX | 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
$3.4M 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 (1 plan)
| Plan | Year-end value |
|---|---|
| The Merchants National Bank Profit Sharing and 401(k) Savings Plan$5M-$50M | $3.4M to $4.5M |
Plans that moved out of it to another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Mark Jacobson Toyota 401(k) Profit Sharing Plan$5M-$50M Share class change | $2.8M to $1.9M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan SmartRetirement 2040 Fund Class R2
The largest 10 plans in each list.
| Clearcapital 401(k) Plan$37.2M plan · Clearcapital.com, Inc., NV · Empower | $3.9M |
| Pride Star Ems. 401(k) Plan$12.6M plan · Pride Star Ems, MA · Commonwealth Financial Network | $2.4M |
| Scott Credit Union 401(k) Plan$23.6M plan · Scott Credit Union, IL · Transamerica (Aegon) | $2.0M |
| Central Concrete Supermix, Inc. Employee(s) 401(k) & Retirement Savings Plan$10.0M plan · Central Concrete Supermix, Inc., FL · Empower | $1.5M |
| The Whole Child 401(k) Plan$6.6M plan · The Whole Child, CA · Empower | $1.4M |
| Gold Coast Eagle Distributing Employees Savings Plan$8.5M plan · Gold Coast Eagle Distributing, LLLP, FL · Empower | $1.3M |
| Sioux Falls Christian Schools Association 401(k) Plan$4.8M plan · Sioux Falls Christian Schools Association, SD · Empower | $710K |
| Center Street Community Clinic Inc 401(k)$3.4M plan · Center Street Community Clinic I, OH · ADP | $678K |
| Minerallac Company 401(k) Profit Sharing Plan$6.0M plan · Minerallac Company, IL · Not identified | $496K |
| Specialty RX, Inc. 401(k) Saving Plan$8.0M plan · Specialty RX, Inc., NJ · Empower | $447K |
Plans whose filed schedule lists JPMorgan SmartRetirement 2040 Fund Class R2.
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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 R2
- JPMorgan Smart Retirement 2040
- JPMorgan SmartRetirement 2040
- JPMorgan SmartRetirement 2040 Fund - R2
- JPMorgan Smartret 2040
- Jpmorgan Smartret 2040 - R2
- Jpmorgan Smartretirement 2040 R2
- SmartRetirement 2040