Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Core Bond Mutual fund in their Schedule of Assets, totaling $2.4M 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 | SELLETHICS MARKETING GROUP, INC. SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401(K) PLAN | MATTHEWS NC | 329 | $14.8M | $1.6M |
| 2 | DD TRADERS, INC. DD TRADERS, INC. 401(K) PLAN AND TRUST | LEAWOOD KS | 211 | $20.0M | $403K |
| 3 | VERNON CENTRAL WAREHOUSE, INC. SWEETENER PRODUCTS COMPANY AND AFFILIATED COMPANIES SECTION 401(K) RETIREMENT SAVINGS PLAN |
VERNON CA |
| 123 |
| $24.8M |
| $354K |
| 4 | KROHMER PLUMBING KROHMER PLUMBING EMPLOYEE 401(K) PLAN | MITCHELL SD | 114 | $9.0M | $33K |
| 5 | HAAS OUTDOORS, INC. HAAS OUTDOORS, INC. PROFIT SHARING & 401(K) PLAN | WEST POINT MS | 96 | $20.7M | $3K |