Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JPM CORE BOND R3 in their Schedule of Assets, totaling $300K 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 | THE HORTON FRUIT COMPANY INC. THE HORTON FRUIT COMPANY, INC. PROFIT SHARING PLAN | LOUISVILLE KY | 233 | $7.6M | $106K |
| 2 | CERTARUS USA LTD CERTARUS USA LTD 401K | — | 464 | $13.6M | $86K |
| 3 | ISTAR JEWELRY ISTAR GROUP | PINE BROOK NJ |
| 106 |
| $3.4M |
| $43K |
| 4 | COMMUNITY BASED EDUCATION & DEVE COMMUNITY BASED EDUCATION & DEVELOPMENT 401K PLAN | LOS ANGELES CA | 104 | $1.9M | $15K |
| 5 | CHOICE OF NEW ROCHELLE CHOICE 401(K) PLAN | WHITE PLAINS NY | 127 | $776K | $12K |
| 6 | E MORTGAGE FUNDING, LLC E MORTGAGE FUNDING, LLC 401(K) PROFIT SHARING PLAN | TROY MI | 226 | $1.9M | $11K |
| 7 | RANG TECHNOLOGIES INC RANG TECHNOLOGIES INC 401(K) PLAN | PISCATAWAY NJ | 359 | $2.8M | $11K |
| 8 | POOLS OF FUN, INC. POOLS OF FUN INC.401(K) PLAN | PLAINFIELD IN | 66 | $857K | $4K |
| 9 | THE FRESNO CENTER THE FRESNO CENTER 401K PLAN | FRESNO CA | 106 | $2.4M | $3K |
| 10 | MILLENIUM AUTOMATIVE GROUP MILLENIUM AUTOMATIVE 401(K) PLAN | DURHAM NC | 188 | $2.1M | $3K |
