Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JP Morgan Core Plus R6 in their Schedule of Assets, totaling $24.6M 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 | SUMITOMO ELECTRIC U.S.A HOLDINGS, INC. SUMITOMO ELECTRIC GROUP 401(K) PLAN | NEW YORK NY | 1,912 | $246.1M | $14.5M |
| 2 | SUMITOMO ELECTRIC WIRING SYSTEMS, INC. SUMITOMO ELECTRIC WIRING SYSTEMS, INC. 401(K) RETIREMENT SAVINGS PLAN | BOWLING GREEN KY | 1,861 | $193.8M | $10.0M |
