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 Fund in their Schedule of Assets, totaling $27.1M 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 | VIRGINIA FEDERAL CREDIT UNION VIRGINIA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN | RICHMOND VA | 609 | $106.2M | $26.8M |
| 2 | CERATIZIT USA, INC. CERATIZIT USA 401(K) RETIREMENT PLAN | SCHAUMBURG IL | 84 | $16.4M | $304K |
| 3 | COMMUNITY ACCESS UNLIMITED, INC. COMMUNITY ACCESS UNLIMITED, INC. 401(K) PLAN |
ELIZABETH NJ |
| 736 |
| $20.9M |
| $15K |
