Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Global Bond Opportunities Fund in their Schedule of Assets, totaling $8.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MCKINSTRY CO. LLC MCKINSTRY CO. PROFIT SHARING AND 401(K) PLAN | SEATTLE WA | 1,392 | $251.6M | $6.8M |
| 2 | BOARD OF TRUSTEE OF CARPET, LINOLEUM AND SOFT TILE LOCAL 1926 CARPET, LINOLEUM AND SOFT TILE LOCAL UNION 1926 ANNUITY PLAN | HONOLULU HI | 187 | $15.6M | $887K |
| 3 | CARROLL INDEPENDENT FUEL, LLC |
SPARKS GLENCOE MD |
| 1,122 |
| $45.4M |
| $821K |
| 4 | BROADDUS & ASSOCIATES, INC. BROADDUS & ASSOCIATES, INC. 401(K) PLAN | AUSTIN TX | 125 | $14.0M | $109K |
