Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan JP Morgan Core Bond - in their Schedule of Assets, totaling $139.8M 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 | THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK RETIREMENT PLAN | ALBANY NY | 11,083 | $1.3B | $88.0M |
| 2 | THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK OPTIONAL RETIREMENT PLAN | ALBANY NY | 4,724 | $1.0B | $50.9M |
| 3 |
WASHINGTON DC |
| 312 |
| $120.5M |
| $852K |
| 4 | ERASCA, INC. ERASCA, INC. 401(K) PLAN | SAN DIEGO CA | 109 | $15.3M | $80K |
| 5 | ROOFERS UNION LOCAL NO. 12 HEALTH AND WELFARE FUND UNITED UNION OF ROOFERS, WATERPROOFERS & ALLIED WORKERS LOCAL NO. 12 HEALTH & WELFARE FUND | WALLINGFORD CT | 255 | $4.6M | $47K |
