Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding J.P. Morgan Core Bond Fund in their Schedule of Assets, totaling $304.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERS WESTERN UNITE HERE AND EMPLOYERS PENSION FUND | SAN FRANCISCO CA | 68,191 | $3.7B | $248.8M |
| 2 | UNITED PARCEL SERVICE COMPANY UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 1,993 | $2.5B | $54.5M |
| 3 | BODYCOTE IMT, INC. |
DALLAS TX |
| 1,020 |
| $140.1M |
| $1.2M |
