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 Plus Bond Fund - in their Schedule of Assets, totaling $2.6M 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 | QUANTUM DESIGN INTERNATIONAL, INC. QUANTUM DESIGN INTERNATIONAL, INC. SAFE HARBOR MATCH AND RETIREMENT PLAN | SAN DIEGO CA | 276 | $94.0M | $2.2M |
| 2 | KOMPASS KAPITAL MANAGEMENT LLC KOMPASS KAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | OVERLAND PARK KS | 463 | $18.4M | $266K |
| 3 | PRAIRIE VIEW, INC. |
NEWTON KS |
| 318 |
| $7.7M |
| $55K |
| 4 | VENDORS EXCHANGE INTERNATIONAL LLC. VENDORS EXCHANGE INTERNATIONAL LLC AMENDED AND RESTATED NON-UNION 401(K) PROFIT SHARING PLAN AND TRUST | CLEVELAND OH | 131 | $8.5M | $49K |
| 5 | URBAN AFFAIRS COALITION URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 434 | $8.0M | $24K |