Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Core Bond Fund R6 Mutual funds in their Schedule of Assets, totaling $988K 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 | COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA, P.A. COASTAL ORTHOPEDICS & SPORTS MEDICINE OF SOUTHWEST FLORIDA 401(K) PROFIT SHARING PLAN | BRADENTON FL | 214 | $25.2M | $463K |
| 2 | BBAM US LP BBAM US LP 401(K) PLAN | SAN FRANCISCO CA | 81 | $32.6M | $430K |
| 3 | REDI-DIRECT MARKETING, INC. |
FAIRFIELD NJ |
| 92 |
| $21.7M |
| $95K |
