Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JPMorgan Core Bond Fund Mutual fund in their Schedule of Assets, totaling $147.8M 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $128.9M |
| 2 | SEARLES VALLEY MINERALS INC. SEARLES VALLEY MINERALS 401(K) PLAN | OVERLAND PARK KS | 532 | $115.0M | $8.2M |
| 3 | BEREXCO LLC BEREXCO LLC 401(K) PLAN |
WICHITA KS |
| 214 |
| $32.4M |
| $1.6M |
| 4 | ALIBABA.COM U.S. LLC ALIBABA.COM U.S. LLC 401(K) PLAN | SUNNYVALE CA | 340 | $100.1M | $1.6M |
| 5 | MEDALLIA, INC. MEDALLIA, INC. 401(K) PLAN | PLEASANTON CA | 1,030 | $212.7M | $1.6M |
| 6 | TRANSDIGM INC. PENSION PLAN FOR HOURLY EMPLOYEES OF TRANSDIGM INC. WIGGINS CONNECTORS DIVISION | CLEVELAND OH | 83 | $9.1M | $1.4M |
| 7 | NEW-COM, INC. NEW-COM, INC. EMPLOYEES PROFIT SHARING PLAN | LAS VEGAS NV | 77 | $19.9M | $1.2M |
| 8 | SOUTHEASTERN PROPERTY MANAGEMENT LLC SOUTHEASTERN PROPERTY MANAGEMENT LLC 401(K) PLAN | BIRMINGHAM AL | 705 | $15.9M | $891K |
| 9 | ALAN PLUMMER ASSOCIATES, INC. ALAN PLUMMER ASSOCIATES, INC. PROFIT SHARING PLAN | FORT WORTH TX | 243 | $34.1M | $504K |
| 10 | SHEET METAL WORKERS UNIONS LOCAL 24 SHEET METAL WORKERS LOCAL 24 CINCINNATI AREA RETIREMENT PLAN AND TRUST | CINCINNATI OH | 436 | $60.7M | $376K |
