Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Core Bond Fund I in their Schedule of Assets, totaling $9.1M 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 | BOARD OF TRUSTEES OF NO. CA BAKERY DRIVERS' SECURITY FUND NORTHERN CALIFORNIA BAKERY DRIVERS' SECURITY FUND | ALAMEDA CA | 935 | $28.6M | $5.8M |
| 2 | BOARD OF TRUSTEES OF CALIFORNIA TEACHERS ASSOCIATION EMPLOYEES HEAL CALIFORNIA TEACHERS ASSOCIATION EMPLOYEES HEALTH AND WELFARE BENEFITS TRUST | STOCKTON CA | 482 | $21.0M | $2.4M |
| 3 |
LOMBARD IL |
| 66 |
| $23.9M |
| $887K |
