Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding JPM Core Bond R6 in their Schedule of Assets, totaling $41.3M 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 | HOVNANIAN ENTERPRISES, INC. HOVNANIAN SAVINGS AND INVESTMENT RETIREMENT PLAN | MATAWAN NJ | 1,967 | $438.8M | $10.1M |
| 2 | WIKA HOLDING LP WIKA RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 867 | $102.1M | $6.1M |
| 3 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT |
LEWIS CENTER OH |
| 1,471 |
| $175.4M |
| $3.0M |
| 4 | ALBERT KEMPERLE, INC. ALBERT KEMPERLE, INC. RETIREMENT TRUST | HOLBROOK NY | 472 | $41.4M | $2.5M |
| 5 | TIDEWATER INC. TIDEWATER INC. 401(K) PLAN | HOUSTON TX | 293 | $77.6M | $2.4M |
| 6 | CSCO CSCO & SUBSIDIARIES QUALIFIED RETIREMENT PLAN | CARY NC | 334 | $44.1M | $1.8M |
| 7 | SHOP-RITE OF HUNTERDON COUNTY, I SHOP-RITE OF HUNTERDON COUNTY, INC. EMPLOYEE SAVINGS PLAN | FLEMINGTON NJ | 111 | $25.1M | $1.4M |
| 8 | MIELE, INC. MIELE, INC. 401(K) PLAN | PRINCETON NJ | 389 | $52.7M | $1.4M |
| 9 | MAJESCO MAJESCO 401(K) PLAN | MORRISTOWN NJ | 526 | $65.0M | $1.3M |
| 10 | CREDIT UNION OF SOUTHERN CALIFORNIA CREDIT UNION OF SOUTHERN CALIFORNIA 401(K) PLAN AND TRUST | ANAHEIM CA | 429 | $55.2M | $1.0M |
