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 Mutual fund - in their Schedule of Assets, totaling $2.2M 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 | JOHN A. MARSHALL COMPANY JOHN A. MARSHALL COMPANY 401(K) PROFIT SHARING PLAN | LENEXA KS | 109 | $23.5M | $2.0M |
| 2 | ISG TECHNOLOGY, LLC ISG TECHNOLOGY, LLC SALARY REDUCTION PLAN AND TRUST | OVERLAND PARK KS | 93 | $13.3M | $259K |
| 3 | ADSWERVE, INC. ADSWERVE INC. 401(K) PLAN |
DENVER CO |
| 216 |
| $19.8M |
| $17K |
