Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding JP Morgan Core Plus Bond R6 " in their Schedule of Assets, totaling $157.2M 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 | UPMC UPMC RETIREMENT SAVINGS PLAN MASTER TRUST | PITTSBURGH PA | — | $9.2B | $115.9M |
| 2 | HUBBELL INCORPORATED HUBBELL INCORPORATED EMPLOYEE SAVINGS & INVESTMENT PLAN | SHELTON CT | 7,630 | $1.2B | $20.5M |
| 3 | TRELLEBORG CORPORATION TRELLEBORG CORPORATION SAVINGS PLAN |
NORTHVILLE MI |
| 3,110 |
| $322.2M |
| $5.8M |
| 4 | THE BOSTON SCHOOL BUS DRIVERS' DEFERRED RTMT & SVGS PLAN COMMITTEE BOSTON SCHOOL BUS DRIVERS DEFERRED RETIREMENT AND SAVINGS PLAN | ROSLINDALE MA | 894 | $59.1M | $4.3M |
| 5 | KAHN VENTURES, INC. KAHN VENTURES, INC. 401(K) PLAN | AUSTELL GA | 1,775 | $146.5M | $2.9M |
| 6 | SCHMIDT ASSOCIATES INC. SCHMIDT ASSOCIATES INC. 401K AND PROFIT SHARING PLAN | INDIANAPOLIS IN | 132 | $26.2M | $2.1M |
| 7 | BG PRODUCTS, INC. HOLDING COMPANY BG PRODUCTS, INC. HOLDING COMPANY 401(K) PLAN | WICHITA KS | 599 | $48.3M | $1.3M |
| 8 | SYMPHONYAI, LLC SYMPHONYAI 401(K) PLAN | PALO ALTO CA | 518 | $72.5M | $969K |
| 9 | INTERFACE SECURITY SYSTEMS, L.L.C. INTERFACE SECURITY SYSTEMS HOLDING, INC. SAVINGS AND INVESTMENT PLAN | ST. LOUIS MO | 576 | $27.7M | $718K |
| 10 | ASCENT LIFTING, INC. ASCENT LIFTING, INC. 401(K) PLAN | PHOENIX AZ | 439 | $32.9M | $646K |
