Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JP Morgan Core Plus Bond in their Schedule of Assets, totaling $10.8M 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 | THE BRADBURY CO., INC. THE BRADBURY COMPANY, INC. PROFIT SHARING 401(K) PLAN | MOUNDRIDGE KS | 482 | $63.1M | $2.9M |
| 2 | BOZEMAN DEACONESS HEALTH SERVICES DBA BOZEMAN HEALTH BOZEMAN HEALTH RETIREMENT PLAN | BOZEMAN MT | 1,792 | $99.1M | $2.7M |
| 3 | KISMET PEO, LLC KISMET PEO 401(K) PLAN |
SHARON PA |
| 131 |
| $13.8M |
| $1.4M |
| 4 | PERMOBIL, INC PERMOBIL, INC. 401(K) PROFIT SHARING AND TRUST | LEBANON TN | 1,069 | $82.9M | $1.1M |
| 5 | MARINE SPILL RESPONSE CORPORATION MARINE SPILL RESPONSE CORPORATION 401(K) PROFIT SHARING THRIFT SAVINGS PLAN | HERNDON VA | 317 | $122.9M | $972K |
| 6 | I.B.E.W. LOCAL 81 DEFINED BENEFIT PENSION PLAN JOINT BOARD OF TRUSTEES I.B.E.W. LOCAL 81 DEFINED BENEFIT PENSION PLAN | SCRANTON PA | 371 | $22.6M | $812K |
| 7 | OMEGA FLEX, INC. OMEGA FLEX, INC. 401(K) PROFIT SHARING PLAN | EXTON PA | 149 | $28.9M | $626K |
| 8 | SAVIO HOUSE SAVIO HOUSE RETIREMENT PLAN | DENVER CO | 85 | $6.6M | $172K |
| 9 | AMPLER QSR, LLC AMPLER GROUP 401(K) PLAN | PITTSBURG KS | 1,684 | $14.9M | $61K |
| 10 | SOUTH ARKANSAS REGIONAL HEALTH CENTER, INC. NEWHAVEN COUNSELING AND HEALTH SERVICES 403(B) PLAN | EL DORADO AR | 45 | $5.5M | $46K |
