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 R6 n/a in their Schedule of Assets, totaling $37.7M 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 | SUMITOMO PHARMA AMERICA HOLDINGS, INC. MY 401(K) PLAN | MARLBOROUGH MA | 1,348 | $504.2M | $18.8M |
| 2 | SUMITOMO PHARMA AMERICA, INC. MY 401(K) PLAN | MARLBOROUGH MA | 1,141 | $634.1M | $17.5M |
| 3 | VEONEER US SAFETY SYSTEMS, LLC VEONEER US SAFETY SYSTEMS LLC 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN |
SOUTHFIELD MI |
| 247 |
| $48.8M |
| $884K |
| 4 | VEONEER US SAFETY SYSTEMS, LLC VEONEER US SAFETY SYSTEMS, LLC 401(K) EMPLOYEE SAVINGS AND INVESTMENT PLAN | SOUTHFIELD MI | 239 | $56.7M | $525K |
