Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Core Bond Ultra in their Schedule of Assets, totaling $1.2M 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 | TRACE-A-MATIC CORPORATION TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN | BROOKFIELD WI | 343 | $32.3M | $762K |
| 2 | TRUSTEES TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN TEAMSTERS LOCAL 346 SAVINGS & 401(K) PLAN | DULUTH MN | 486 | $29.6M | $472K |
| 3 | BAY VIEW INDUSTRIES, INC. |
OAK CREEK WI |
| 153 |
| $13.1M |
| $2K |
