Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Core Bond R6 Mutual Fund n/a in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE EQUITY TECHNOLOGY GROUP, INC. THE EQUITY TECHNOLOGY GROUP 401(K) PLAN | SHAKER HEIGHTS OH | 183 | $24.8M | $1.4M |
| 2 | BURGESS CONSTRUCTION CONSULTANTS, INC. BURGESS CONSTRUCTION CONSULTANTS, INC. 401(K) PLAN | FAIRVIEW TX | 242 | $5.5M | $17K |
| 3 | SENSEI AG HOLDINGS, INC. |
SANTA MONICA CA |
| 108 |
| $5.7M |
| $4K |
