Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J.P. Morgan Core Plus Bond Fund in their Schedule of Assets, totaling $313K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | XLA, INC. XLA 401(K) PLAN | VIENNA VA | 105 | $14.9M | $252K |
| 2 | BROOKSHIRE BROTHERS, INC. BROOKSHIRE BROTHERS, INC. SHORT TERM DISABILITY INCOME PLAN | LUFKIN TX | 831 | $473K | $61K |