Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding J.P. Morgan Core Bond R6 Mutual Fund in their Schedule of Assets, totaling $3.6M 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 | THE MONTEREY BAY AQUARIUM FOUNDATION THE MONTEREY BAY AQUARIUM RETIREMENT PLAN | MONTEREY CA | 582 | $104.6M | $1.8M |
| 2 | ADVANTAGE CAPITAL MANAGEMENT CORPORATION ADVANTAGE CAPITAL 401(K) PLAN | NEW ORLEANS LA | 197 | $49.0M | $938K |
| 3 | U.M.C., INC. U.M.C., INC EMPLOYEE 401(K) PLAN |
MONTICELLO MN |
| 201 |
| $26.6M |
| $566K |
| 4 | COOPER HOLDINGS, INC. COOPER HOLDINGS, INC. 401(K) PLAN | ATLANTA GA | 101 | $14.8M | $281K |
