Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JP Morgan Core Plus Bond R6 in their Schedule of Assets, totaling $1.6M 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 | HYUNDAI AMERICA TECHNICAL CENTER, INC. HYUNDAI 401(K) PLAN | SUPERIOR TOWNSHIP MI | 701 | $108.1M | $820K |
| 2 | PHOENIX LOGISTICS, LLC PHOENIX LOGISTICS, LLC 401(K) PLAN | GILBERT AZ | 601 | $42.5M | $703K |
| 3 | THE WITMER GROUP, LLC THE WITMER GROUP RETIREMENT PLAN |
MOUNT JOY PA |
| 205 |
| $24.8M |
| $68K |