Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding JP Morgan Core Bond R6 in their Schedule of Assets, totaling $15.3M 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 | MAKITA USA, INC. MAKITA SHARED SAVINGS PLAN | LA MIRADA CA | 717 | $99.1M | $2.3M |
| 2 | MECKLENBURG RADIOLOGY ASSOCIATES, P.A. MECKLENBURG RADIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | CHARLOTTE NC | 128 | $93.3M | $2.3M |
| 3 | PREMIER SURGICAL ASSOCIATES, PLLC PREMIER SURGICAL ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN |
KNOXVILLE TN |
| 169 |
| $53.8M |
| $2.0M |
| 4 | OHIO VALLEY GAS CORPORATION OHIO VALLEY GAS CORPORATION EMPLOYEES' 401(K) PLAN | WINCHESTER IN | 153 | $19.9M | $2.0M |
| 5 | LEWIS THOMASON, P.C. LEWIS THOMASON, P.C. 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 129 | $52.9M | $1.4M |
| 6 | JSB MANAGEMENT COMPANY CHARLES BLALOCK & SONS INC 401K PROFIT SHARING PLAN | SEVIERVILLE TN | 989 | $29.7M | $947K |
| 7 | AMERICAN RADIO TELEVISION CABLE, INC. AMERICAN RADIO TELEVISION 401(K) PLAN | CHARLOTTE NC | 315 | $19.0M | $932K |
| 8 | GILMAN SCHOOL GILMAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BALTIMORE MD | 300 | $108.2M | $800K |
| 9 | TERREBONNE MOTOR COMPANY, INC. BARKER AUTOMOTIVE FAMILY EMPLOYEE SAVINGS AND RETIREMENT PLAN | HOUMA LA | 233 | $19.6M | $660K |
| 10 | IPSEN, INC. IPSEN, INC. EMPLOYEE SAVINGS PLAN | CHERRY VALLEY IL | 246 | $37.5M | $567K |
