Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding JPMorgan Core Bond Fund A in their Schedule of Assets, totaling $2.3M 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 | TIERRA, INC. TIERRA, INC. 401(K) PLAN | TAMPA FL | 3 | $15.5M | $595K |
| 2 | INVESTMENT PROPERTY GROUP UT INVESTMENT PROPERTY GROUP UT 401(K) PLAN | PARK CITY UT | 360 | $7.0M | $375K |
| 3 | BANNER QUALITY MANAGEMENT INC BANNER QUALITY MANAGEMENT INC. 401K PLAN |
FRIENDSWOOD TX |
| 173 |
| $7.1M |
| $290K |
| 4 | CYTOVANCE BIOLOGICS, INC. CYTOVANCE BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN & TRUST | OKLAHOMA CITY OK | 192 | $18.8M | $289K |
| 5 | MICROLINE SURGICAL, INC. MICROLINE SURGICAL INC 401(K) PLAN | BEVERLY MA | 136 | $15.8M | $138K |
| 6 | SEMPER VALENS SOLUTIONS, INC. SEMPER VALENS SOLUTIONS, INC. 401(K) PLAN | CANYON LAKE TX | 193 | $6.5M | $118K |
| 7 | CALLPOD, INC. CALLPOD, INC. 401K PLAN | CHICAGO IL | 334 | $12.2M | $64K |
| 8 | NEW HOME STAR CORP. NEW HOME STAR CORP 401K PLAN | ELMHURST IL | 449 | $8.2M | $59K |
| 9 | KORE.AI, INC KORE.AI, INC 401K PLAN | ORLANDO FL | 192 | $6.5M | $56K |
| 10 | THERMAL SOLUTIONS MANUFACTURING THERMAL SOLUTIONS MANUFACTURING 401K PROFIT SHARING PLAN | NASHVILLE TN | 108 | $2.7M | $42K |
