Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan Core Plus Bond Fund Mutual fund in their Schedule of Assets, totaling $7.4M 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 | RHODE ISLAND DISTRIBUTING COMPANY, LLC RHODE ISLAND DISTRIBUTING COMPANY COMPANY 401(K) PROFIT SHARING PLAN | WEST GREENWICH RI | 793 | $130.0M | $2.1M |
| 2 | NEVAMAR COMPANY RETIREMENT PLAN OF NEVAMAR COMPANY, LLC | SHELTON CT | 0 | $4.6M | $1.4M |
| 3 | MCCLONE CONSTRUCTION COMPANY, LLC |
EL DORADO HILLS CA |
| 173 |
| $18.8M |
| $1.2M |
| 4 | C. OVERAA & CO. C. OVERAA & CO. PROFIT SHARING 401(K) PLAN | RICHMOND CA | 159 | $54.1M | $649K |
| 5 | PENNY'S CONCRETE, INC. PENNY'S CONCRETE, INC. 401(K) PROFIT SHARING PLAN | SHAWNEE MISSION KS | 147 | $12.4M | $627K |
| 6 | MORMAC MARINE GROUP, INC. MORMAC MARINE GROUP, INC. SAVINGS AND RETIREMENT PLAN | CLEVELAND OH | 753 | $34.5M | $507K |
| 7 | GEOTAB USA, INC. GEOTAB 401K PLAN | ATLANTA GA | 329 | $21.5M | $404K |
| 8 | TAOS HEALTH SYSTEMS, INCORPORATED HOLY CROSS HOSPITAL RETIREMENT SAVINGS PLAN | TAOS NM | 533 | $27.0M | $251K |
| 9 | STILLWATER DESIGNS AND AUDIO, INC. STILLWATER DESIGNS AND AUDIO, INC. 401(K) PROFIT SHARING PLAN | STILLWATER OK | 192 | $34.4M | $113K |
| 10 | NORTHWEST CRANE SERVICE, LLC NORTHWEST CRANE SERVICE 401(K) PLAN | OKLAHOMA CITY OK | 144 | $13.3M | $86K |
