Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Jpm Core Plus Bnd R6 Mutual fund in their Schedule of Assets, totaling $47.1M 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 | EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTH NORTHERN LIGHT HEALTH RETIREMENT PARTNERSHIP 403(B) PLAN | BREWER ME | 10,678 | $1.2B | $31.4M |
| 2 | DIASORIN INC. DIASORIN 401(K) PLAN | AUSTIN TX | 1,559 | $317.5M | $9.4M |
| 3 | MILLER MILLING COMPANY, LLC MILLER MILLING COMPANY EMPLOYEE SAVINGS & RETIREMENT PLAN |
EDEN PRAIRIE MN |
| 286 |
| $29.2M |
| $2.1M |
| 4 | ALBRIGHT STONEBRIDGE GROUP LLC ALBRIGHT STONEBRIDGE GROUP, LLC PROFIT SHARING PLAN | WASHINGTON DC | 115 | $28.3M | $1.3M |
| 5 | AFFILIATED HEALTHCARE SYSTEMS AFFILIATED HEALTHCARE SYSTEMS RETIREMENT PARTNERSHIP 401(K) PLAN | BREWER ME | 331 | $32.3M | $857K |
| 6 | AUDITBOARD, INC. AUDITBOARD, INC. 401(K) PLAN | CERRITOS CA | 704 | $41.4M | $561K |
| 7 | RICHEY MAY & CO., LLP THE GET RICHEY IF YOU MAY WITH OUR 401K PLAN | ENGLEWOOD CO | 261 | $26.9M | $540K |
| 8 | SAFEWARE, INC. SAFEWARE, INC. 401(K) PLAN | LANHAM MD | 177 | $12.5M | $289K |
| 9 | BOYS ELECTRICAL CONTRACTORS, LLC BOYS ELECTRICAL 401(K) PLAN | MELBOURNE FL | 185 | $5.0M | $235K |
| 10 | ZWIFT, INC. ZWIFT, INC. 401(K) PLAN | LONG BEACH CA | 204 | $29.9M | $189K |
