Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan JP Morgan Core Bond Fund - in their Schedule of Assets, totaling $3.1M 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 | MIDWEST ORTHOPAEDIC CENTER S.C. MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN | PEORIA IL | 115 | $51.8M | $1.2M |
| 2 | RUDER WARE, L.L.S.C. RUDER WARE, L.L.S.C. 401(K) PROFIT SHARING PLAN | WAUSAU WI | 96 | $58.5M | $1.1M |
| 3 | THE UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT |
IOWA CITY IA |
| 303 |
| $51.0M |
| $314K |
| 4 | ODFJELL HOLDINGS (US) INC. ODFJELL HOLDINGS (US) INC. 401(K) PLAN | HOUSTON TX | 213 | $28.4M | $290K |
| 5 | HOUSING ASSISTANCE CORPORATION HOUSING ASSISTANCE CORPORATION EMPLOYEE PENSION PLAN | HYANNIS MA | 114 | $5.9M | $122K |
| 6 | PUREVIEW HEALTH CENTER PUREVIEW HEALTH CENTER 401(K) PLAN | HELENA MT | 104 | $5.3M | $88K |
| 7 | DOWCO, INC. DOWCO, INC. 401(K) SAVINGS PLAN | MANITOWOC WI | 92 | $4.9M | $2K |
