Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Core Bond R6 Registered investment company in their Schedule of Assets, totaling $45.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,085 | $703.5M | $23.5M |
| 2 | MISSION SUPPORT AND TEST SERVICES LLC MISSION SUPPORT AND TEST SERVICES LLC (MSTS) EMPLOYEE 401(K) PLAN | LAS VEGAS NV | 2,485 | $611.9M | $14.6M |
| 3 | MAVERICK CAPITAL, LTD. |
DALLAS TX |
| 96 |
| $124.6M |
| $3.8M |
| 4 | MISSION SUPPORT AND TEST SERVICES LLC MISSION SUPPORT AND TEST SERVICES LLC (MSTS) REPRESENTED EMPLOYEE 401(K) PLAN | LAS VEGAS NV | 835 | $52.4M | $2.2M |
| 5 | FRANKLIN MONROE ADMINISTRATIVE SERVICES, LLC FRANKLIN MONROE RETIREMENT SAVINGS PLAN | CHICAGO IL | 114 | $19.5M | $402K |
| 6 | INDUSTRIAL STEEL CONSTRUCTION, INC. INDUSTRIAL STEEL CONSTRUCTION, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | GARY IN | 255 | $18.2M | $400K |
| 7 | BACKSTAGE LIBRARY WORKS BACKSTAGE LIBRARY WORKS 401(K) PLAN | PROVO UT | 148 | $7.7M | $233K |
