Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding JP Morgan: Core Bond Fund in their Schedule of Assets, totaling $287.1M 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 | THEDACARE INC. THEDACARE RETIREMENT AND 403(B) SAVINGS PLAN | NEENAH WI | 6,774 | $837.6M | $72.2M |
| 2 | BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 400 AND MECHANICAL CONTRACTORS ASSOCIATION OF NORTH CENTRAL WISCONSIN PROFIT SHARING/401(K) PLAN | KAUKAUNA WI | 2,130 | $476.8M | $57.7M |
| 3 | CARLE FOUNDATION HOSPITAL AND AFFILIATES |
URBANA IL |
| 16,060 |
| $1.4B |
| $46.7M |
| 4 | FIELDALE FARMS CORPORATION FIELDALE FARMS CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN | BALDWIN GA | 4,655 | $164.2M | $40.1M |
| 5 | CARLE HOLDING COMPANY, INC. CARLE PROFIT SHARING PLAN | URBANA IL | 1,869 | $329.6M | $13.5M |
| 6 | BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND | PHOENIX AZ | 0 | $45.2M | $8.3M |
| 7 | BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS ANNUITY PLAN ARIZONA LABORERS & TEAMSTERS ANNUITY PLAN | PHOENIX AZ | 2,566 | $45.9M | $7.7M |
| 8 | RIVERSIDE MANAGEMENT SERVICES, INC. RIVERSIDE HEALTH SYSTEM 403(B) RETIREMENT PLAN | NEWPORT NEWS VA | 10,238 | $463.2M | $7.3M |
| 9 | BOARD OF TRUSTEES OF THE UFCW NATIONAL HEALTH AND WELFARE FUND UFCW NATIONAL HEALTH AND WELFARE FUND | ENGLEWOOD NJ | 9,018 | $170.7M | $6.0M |
| 10 | TNG INTERNATIONAL PENSION FUND THE NEWSPAPER GUILD INTERNATIONAL PENSION PLAN | WASHINGTON DC | 500 | $160.5M | $4.4M |
