Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Core Bond Fund Mutual Fund NR in their Schedule of Assets, totaling $7.5M 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 | BLOOMBERG INDUSTRY GROUP, INC. BLOOMBERG INDUSTRY GROUP, INC. 401(K) PLAN | ARLINGTON VA | 1,267 | $447.0M | $7.3M |
| 2 | PHASE2 TECHNOLOGY, LLC PHASE2 TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | ARLINGTON VA | 129 | $21.1M | $136K |
| 3 | INOVEX INFORMATION SYSTEMS |
COLUMBIA MD |
| 585 |
| $89.6M |
| $98K |
| 4 | INDEX ANALYTICS LLC INDEX ANALYTICS LLC 401(K) PLAN | BALTIMORE MD | 294 | $13.8M | $42K |
