Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding J.P. Morgan JPMorgan Core Bond R6 in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ITOCHU INTERNATIONAL INC. ITOCHU INTERNATIONAL INC. 401(K) SAVINGS PLAN | NEW YORK NY | 390 | $175.8M | $6.4M |
| 2 | ROLAND BERGER LP ROLAND BERGER LP 401(K) SAVINGS PLAN | DETROIT MI | 220 | $39.1M | $73K |
| 3 | JETCO DELIVERY, LLC JETCO DELIVERY, LLC 401(K) PLAN |
HOUSTON TX |
| 173 |
| $4.0M |
| $8K |
