Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Funds JP Morgan Core Plus Bond R6 Fund in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ITA GROUP, INC ITA GROUP, INC. 401(K) SAVINGS AND RETIREMENT PLAN | WEST DES MOINES IA | 1,064 | $124.2M | $3.0M |
| 2 | CONCO INCORPORATED CONCO INC. 401(K) PROFIT SHARING PLAN | WICHITA KS | 169 | $14.8M | $826K |
| 3 | HAGIE MANUFACTURING COMPANY,L.L.C. HAGIE MANUFACTURING COMPANY, L.L.C. RETIREMENT SAVINGS PLAN |
CLARION IA |
| 262 |
| $34.1M |
| $233K |
| 4 | VENTRA HEALTH, INC. VENTRA HEALTH RETIREMENT PLAN | DALLAS TX | 555 | $30.0M | $220K |
