Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JPMorgan Core Plus Bond Fund Class R6 in their Schedule of Assets, totaling $2.3M 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 | LEGENDS HOSPITALITY, LLC LEGENDS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 16,236 | $105.8M | $1.3M |
| 2 | BW GAS & CONVENIENCE HOLDINGS, LLC BW GAS & CONVENIENCE HOLDINGS, LLC 401(K) PLAN | FORT WORTH TX | 3,450 | $26.9M | $562K |
| 3 | MICROLUMEN, INC. MICROLUMEN 401(K) PLAN |
OLDSMAR FL |
| 311 |
| $27.2M |
| $442K |