Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JP Morgan Core Bond R6 " in their Schedule of Assets, totaling $23.0M 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 | RENASANT BANK RENASANT BANK 401(K) PLAN | TUPELO MS | 2,310 | $320.2M | $4.1M |
| 2 | BABSON COLLEGE BABSON COLLEGE RETIREMENT PLAN | BABSON PARK MA | 1,269 | $477.5M | $3.7M |
| 3 | MAKITA USA, INC. MAKITA SHARED SAVINGS PLAN | LA MIRADA CA |
| 717 |
| $99.1M |
| $2.3M |
| 4 | MECKLENBURG RADIOLOGY ASSOCIATES, P.A. MECKLENBURG RADIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | CHARLOTTE NC | 128 | $93.3M | $2.3M |
| 5 | PREMIER SURGICAL ASSOCIATES, PLLC PREMIER SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 169 | $53.8M | $2.0M |
| 6 | OHIO VALLEY GAS CORPORATION OHIO VALLEY GAS CORPORATION EMPLOYEES' 401(K) PLAN | WINCHESTER IN | 153 | $19.9M | $2.0M |
| 7 | LEWIS THOMASON, P.C. LEWIS THOMASON, P.C. 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 129 | $52.9M | $1.4M |
| 8 | JSB MANAGEMENT COMPANY CHARLES BLALOCK & SONS INC 401K PROFIT SHARING PLAN | SEVIERVILLE TN | 989 | $29.7M | $947K |
| 9 | AMERICAN RADIO TELEVISION CABLE, INC. AMERICAN RADIO TELEVISION 401(K) PLAN | CHARLOTTE NC | 315 | $19.0M | $932K |
| 10 | GILMAN SCHOOL GILMAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BALTIMORE MD | 300 | $108.2M | $800K |
