Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JP Morgan Core Plus Bond R6 Fund " in their Schedule of Assets, totaling $25.1M 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 | VIRGINIA FEDERAL CREDIT UNION VIRGINIA FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | RICHMOND VA | 1,088 | $108.9M | $15.1M |
| 2 | NATIONAL FEDERATION OF INDEPENDENT BUSINESS, INC. NATIONAL FEDERATION OF INDEPENDENT BUSINESS RETIREMENT SAVINGS PLAN | NASHVILLE TN | 596 | $113.5M | $3.2M |
| 3 | MARCUS DALY MEMORIAL HOSPITAL CORPORATION |
HAMILTON MT |
| 846 |
| $56.8M |
| $2.5M |
| 4 | THE ALPHA CORPORATION OF TENNESSEE THE ALPHA CORPORATION OF TENNESSEE RETIREMENT SAVINGS PLAN | COLLIERVILLE TN | 420 | $115.1M | $2.4M |
| 5 | OAK CREST VILLAGE, INC. ERICKSON COMMUNITY 401(K) PLAN | CANTONSVILLE MD | 12,374 | $294.7M | $890K |
| 6 | ARDAN, INC THE ARDAN COMMUNITY OF COMPANIES 401K AND PROFIT SHARING PLAN | MAITLAND FL | 499 | $50.5M | $488K |
| 7 | TEMPUS AI, INC. TEMPUS AI, INC. 401(K) PLAN | CHICAGO IL | 2,438 | $102.1M | $410K |
| 8 | WALKER SANDS, LLC WALKER SANDS, LLC. 401(K) PLAN | CHICAGO IL | 168 | $13.0M | $121K |
| 9 | FIGS, INC. FIGS 401(K) PLAN | SANTA MONICA CA | 370 | $19.4M | $4K |
| 10 | BOYS & GIRLS CLUBS OF THE MIDLANDS BOYS & GIRLS CLUBS OF THE MIDLANDS 401(K) PROFIT SHARING PLAN | OMAHA NE | 148 | $4.6M | $2K |
