Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JP Morgan Core Plus Bond Fund Class R6 in their Schedule of Assets, totaling $25.2M 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 | NUVANCE HEALTH NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN) | DANBURY CT | 2,628 | $746.1M | $17.2M |
| 2 | EMBRY-RIDDLE AERONAUTICAL UNIVERSITY EMBRY-RIDDLE AERONAUTICAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | DAYTONA BEACH FL | 4,106 | $641.1M | $4.0M |
| 3 | REVOLUTION MARKETING, LLC |
CHICAGO IL |
| 140 |
| $10.6M |
| $1.0M |
| 4 | WILAND, INC. WILAND INC. 401(K) PLAN | NIWOT CO | 263 | $36.4M | $972K |
| 5 | DULANY INDUSTRIES, INC. DULANY INDUSTRIES, INC. 401(K) RETIREMENT PLAN | SAVANNAH GA | 162 | $19.8M | $958K |
| 6 | CONE DISTRIBUTING, INC. CONE DISTRIBUTING, INC. 401(K) PLAN | OCALA FL | 344 | $19.8M | $724K |
| 7 | GRAND RAPIDS CHAIR COMPANY GRAND RAPIDS CHAIR COMPANY 401(K) RETIREMENT SAVINGS PLAN | BYRON CENTER MI | 141 | $4.7M | $209K |
| 8 | SEQUENTIAL TECHNOLOGY INTERNATIONAL LLC STI 401(K) PLAN | BETHLEHEM PA | 259 | $14.2M | $88K |
| 9 | READYCAP COMMERCIAL, LLC READYCAP COMMERCIAL 401(K) PLAN | BERKELEY HEIGHTS NJ | 214 | $23.8M | $56K |
| 10 | INTERFUZE CORPORATION INTERFUZE CORPORATION 401(K) PLAN | HUNTSVILLE AL | 85 | $10.8M | $48K |
