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 in their Schedule of Assets, totaling $2.2M 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 | TRUSTED MEDIA BRANDS, INC. THE 401(K) PARTNERSHIP OF TRUSTED MEDIA BRANDS, INC. | NEW YORK NY | 313 | $142.4M | $2.1M |
| 2 | COALITION FOR THE HOMELESS, INC. 403(B) THRIFT PLAN FOR COALITION FOR THE HOMELESS, INC. | NEW YORK NY | 101 | $7.7M | $140K |
| 3 | K2 MEDICAL HOLDING COMPANY LLC |
MAITLAND FL |
| 240 |
| $3.5M |
| $7K |