Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan JP Morgan Core Plus Bond in their Schedule of Assets, totaling $866K 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 | INFRAGISTICS, INC. INFRAGISTICS, INC. 401(K) PROFIT SHARING PLAN | CRANBURY NJ | 54 | $15.2M | $299K |
| 2 | ADVANCED TURF SOLUTIONS, INC ADVANCED TURF SOLUTIONS 401(K) PLAN | FISHERS IN | 354 | $29.8M | $285K |
| 3 | THE LAGUNITAS BREWING COMPANY LAGUNITAS BREWING CO. 401(K) & PROFIT SHARING PLAN |
PETALUMA CA |
| 379 |
| $28.2M |
| $182K |
| 4 | AZTEC SHOPS, LTD. AZTEC SHOPS, LTD. RETIREMENT PLAN | SAN DIEGO CA | 300 | $5.5M | $99K |