Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Core Bond R5 in their Schedule of Assets, totaling $1.2M 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 | ENNEAD ARCHITECTS LLP ENNEAD ARCHITECTS LLP 401(K) PLAN | NEW YORK NY | 141 | $40.4M | $862K |
| 2 | CANTON DROP FORGE, INC. CANTON DROP FORGE INC., RETIREMENT SAVINGS PLAN | CANTON OH | 179 | $10.2M | $201K |
| 3 | CAMIN CARGO CONTROL, INC. CAMIN CARGO CONTROL, INC. 401K PLAN |
PASADENA TX |
| 881 |
| $36.7M |
| $115K |