Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan Core Bond R6 Fund Mutual fund in their Schedule of Assets, totaling $4.3M 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 | SHORENSTEIN REALTY SERVICES, L.P. THE SHORENSTEIN 401(K) TAX SHELTERED SAVINGS PLAN | SAN FRANCISCO CA | 217 | $134.8M | $2.9M |
| 2 | GEARHEART COMMUNICATIONS COMPANY, INC. GEARHEART COMMUNICATIONS COMPANY, INC. 401(K) PLAN | HAROLD KY | 134 | $13.5M | $624K |
| 3 | THE ECHO DESIGN GROUP, INC. |
MOONACHIE NJ |
| 85 |
| $32.9M |
| $484K |
| 4 | IMPACT CLIMATE TECHNOLOGIES LLC TOM BARROW CO. PROFIT SHARING PLAN | ATLANTA GA | 331 | $54.3M | $140K |
| 5 | RIDGELINE INTERNATIONAL RIDGELINE INTERNATIONAL 401(K) PLAN | TYSONS CORNER VA | 161 | $31.1M | $113K |
| 6 | 2 CIRCLE INCORPORATED 2 CIRCLE, INC. 401(K) | ARLINGTON VA | 222 | $29.3M | $46K |
| 7 | CHILDREN'S HOME NETWORK CHILDREN'S HOME NETWORK 401(K) PLAN | TAMPA FL | 211 | $3.7M | $27K |
| 8 | GOODWILL COLUMBUS GOODWILL COLUMBUS 403(B) RETIREMENT PLAN | COLUMBUS OH | 1,249 | $3.2M | $16K |
