Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Funds Jp Morgan Core Plus Bond R6 Fd in their Schedule of Assets, totaling $1.1M 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 | BUILDING MATERIALS DISTRIBUTOR, INC. BMD 401(K) PLAN | GALT CA | 799 | $38.4M | $980K |
| 2 | TRACEY ROAD EQUIPMENT, INC. TRACEY ROAD EQUIPMENT, INC. EMPLOYEES 401(K) AND PSP | EAST SYRACUSE NY | 283 | $18.5M | $64K |
| 3 | ARCADIA FARMS, LLC DBA ARCADIA BEVERAGE ARCADIA BEVERAGE 401(K) PLAN |
ARDEN NC |
| 103 |
| $2.7M |
| $26K |
