Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding JPMorgan Core Bond R2 in their Schedule of Assets, totaling $1.9M 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 | US TECH SOLUTIONS, INC. USTS 401(K) PLAN | JERSEY CITY NJ | 3,278 | $24.9M | $624K |
| 2 | UMC PHYSICIANS UMC PHYSICIANS 401(K) PLAN | LUBBOCK TX | 457 | $35.9M | $424K |
| 3 | CENTER STREET COMMUNITY CLINIC I CENTER STREET COMMUNITY CLINIC INC 401K |
| 88 |
| $3.0M |
| $318K |
| 4 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $177K |
| 5 | WILEY METAL FABRICATING, INC. WILEY METAL FABRICATING, INC. 401(K) PLAN | MARION IN | 150 | $3.8M | $88K |
| 6 | FRONTIER TANK LINES FRONTIER TANK LINES 401(K) RETIREMENT SAVINGS PLAN | MCKINNEY TX | 181 | $6.6M | $65K |
| 7 | PCC MEDICAL HOLDINGS LLC PCC MEDICAL HOLDINGS LLC 401K PLAN | PALM SPRINGS FL | 410 | $5.5M | $56K |
| 8 | CAROUSEL DEVELOPMENT & RESTORA CAROUSEL DEVELOPMENT & RESTORATION, INC. 401(K) PROFIT | DELRAY BEACH FL | 55 | $4.1M | $53K |
| 9 | SWANK TEK INC SWANK TEK INC 401(K) PLAN | NUTLEY NJ | 139 | $3.7M | $31K |
| 10 | NAVIKA CAPITAL GROUP, LLC NAVIKA CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | UNIONDALE NY | 2,420 | $4.5M | $30K |
