Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Core Bond Mutual fund in their Schedule of Assets, totaling $2.8M 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 | ANDREWS MCMEEL UNIVERSAL ANDREWS MCMEEL UNIVERSAL PROFIT SHARING AND 401(K) PLAN | KANSAS CITY MO | 205 | $53.2M | $1.1M |
| 2 | SNOW SHOE REFRACTORIES SNOW SHOE REFRACTORIES, LLC PENSION PLAN FOR HOURLY EMPLOYEES | CLARENCE PA | 0 | $5.3M | $851K |
| 3 | EUTAW CONSTRUCTION COMPANY, INC. EUTAW CONSTRUCTION COMPANY, INC. 401(K) PLAN | ABERDEEN MS | 306 | $17.6M | $448K |
| 4 | TROY CORPORATION TROY CORPORATION PROFIT SHARING AND SAVINGS PLAN | FLORHAM PARK NJ | 140 | $23.8M | $277K |
| 5 | CLEVELAND UNIVERSITY - KANSAS CITY CLEVELAND UNIVERSITY - KANSAS CITY EMPLOYEES RETIREMENT PLAN | OVERLAND PARK KS | 123 | $8.0M | $63K |
| 6 | ZIP AVIATION ZIP AVIATION 401(K) PROFIT SHARING PLAN & TRUST | CLIFTON NJ | 64 | $1.2M | $37K |
| 7 | EXER HOLDING COMPANY LLC EXER HOLDING COMPANY LLC 401(K) & PROFIT SHARING PLAN | EL SEGUNDO CA | 575 | $5.9M | $36K |
| 8 | PIVOTAL HEALTH CARE, LLC ELEVATE 401(K) PLAN | OVERLAND PARK KS | 792 | $10.6M | $5K |
