Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Jpmorgan Core Bond Class R6 in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHELTON HOLDINGS, LLC SHELTON HOLDINGS, LLC 401-K PLAN | HONOLULU HI | 168 | $23.7M | $3.5M |
| 2 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 278 | $22.1M | $3K |
