Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Core Plus Bond Fund R6 " in their Schedule of Assets, totaling $5.4M 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 | TMK GLOBAL HOLDINGS, LLC TRIMARK RETIREMENT SAVINGS PLAN | MANSFIELD MA | 2,835 | $245.4M | $4.0M |
| 2 | ANRO INC. ANRO INC. PROFIT SHARING RETIREMENT SAVINGS PLAN | WEST CHESTER PA | 113 | $17.2M | $779K |
| 3 | KEYSTONE ANESTHESIA CONSULTANTS LTD KEYSTONE ANESTHESIA CONSULTANTS LTD PROFIT SHARING PLAN | BETHEL PARK PA | 86 | $32.5M | $563K |
| 4 | MERIDIAN BEHAVIORAL HEALTH, LLC D/B/A EOSIS EOSIS 401(K) RETIREMENT SAVINGS PLAN | NEW BRIGHTON MN | 545 | $10.1M | $51K |
