Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Core Bond I Mutual Fund # in their Schedule of Assets, totaling $8.1M 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 | REFRESCO BEVERAGES US INC. THE REFRESCO USA 401(K) SAVINGS & RETIREMENT PLAN | TAMPA FL | 4,590 | $216.8M | $5.0M |
| 2 | HELIOS TECHNOLOGIES, INC. HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | SARASOTA FL | 1,463 | $159.4M | $3.0M |
