Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JPMorgan Core Bond Fund – Class R6 Mutual Fund in their Schedule of Assets, totaling $16.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER NY | 621,703 | $1.8B | $12.6M |
| 2 | NEW DIRECTIONS BEHAVIORAL HEALTH, LLC NEW DIRECTIONS BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST | OVERLAND PARK KS | 758 | $75.6M | $943K |
| 3 | WRIKE, INC. WRIKE, INC. 401(K) RETIREMENT PLAN |
SAN DIEGO CA |
| 184 |
| $21.3M |
| $534K |
| 4 | WOODCRAFT, LLC WOODCRAFT 401K PLAN | PARKERSBURG WV | 226 | $13.2M | $477K |
| 5 | API HEAT TRANSFER INC. API HEAT TRANSFER INC. 401(K) PLAN | BUFFALO NY | 371 | $52.0M | $434K |
| 6 | LEESAR INC. LEESAR INC. 401(K) PROFIT SHARING PLAN & TRUST | FT MYERS FL | 268 | $14.2M | $335K |
| 7 | SPECTRUM RETIREMENT COMMUNITIES, LLC SPECTRUM RETIREMENT COMMUNITIES 401(K) PLAN | DENVER CO | 1,363 | $13.4M | $314K |
| 8 | WATKINS, WARD & STAFFORD, PLLC WATKINS, WARD & STAFFORD, PLLC 401(K) SALARY SAVINGS PLAN | WEST POINT MS | 133 | $25.0M | $300K |
| 9 | FIREMON, LLC. FIREMON, LLC 401(K) PLAN | LENEXA KS | 171 | $26.4M | $280K |
| 10 | BIRKENSTOCK USA, LP BIRKENSTOCK 401(K) PLAN | NOVATO CA | 343 | $29.7M | $246K |
