Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Investment Mgmt Inc. JP Morgan Core Bond R6 Fund in their Schedule of Assets, totaling $115K 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 | BECKLAR, LLC BECKLAR, LLC 401(K) PLAN | OGDEN UT | 748 | $13.0M | $102K |
| 2 | CARROLL COUNTY BANCSHARES, INC. CARROLL COUNTY BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN (WITH 401(K) PROVISIONS) | CARROLL IA | 173 | $36.6M | $14K |