Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Core Plus Bond Fund R6 Mutual fund in their Schedule of Assets, totaling $13.1M 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 | GENSLER GENSLER 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 3,991 | $717.2M | $10.2M |
| 2 | QUIKTRIP CORPORATION QUIKTRIP CORPORATION RETIREMENT PLAN | TULSA OK | 13,644 | $4.8B | $2.3M |
| 3 | BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I |
| 999 |
| $160.0M |
| $573K |