Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Unconstrained Debt Fund " ** 2 DFA Investors Grade Port IS Fund " in their Schedule of Assets, totaling $5K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DENRON PLUMBING & HVAC, LLC DENRON PLUMBING & HVAC 401(K) PLAN | MANCHESTER NH | 257 | $14.8M | $5K |
