Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Core Bond R6 Mutual funds in their Schedule of Assets, totaling $25.8M 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 | WOODS HOLE OCEANOGRAPHIC INSTITUTION WOODS HOLE OCEANOGRAPHIC INSTITUTION DEFINED CONTRIBUTION RETIREMENT PLAN | WOODS HOLE MA | 1,466 | $268.6M | $19.5M |
| 2 | TRACE3, LLC TRACE3 401(K) PLAN | IRVINE CA | 1,267 | $173.3M | $3.0M |
| 3 | DCS CORPORATION DEFERRED SALARY PROFIT-SHARING PLAN FOR EMPLOYEES OF DCS CORPORATION |
ALEXANDRIA VA |
| 2,171 |
| $307.5M |
| $1.3M |
| 4 | GTT AMERICAS, LLC GTT AMERICAS 401(K) PLAN | ARLINGTON VA | 647 | $76.2M | $1.1M |
| 5 | AAK USA INC AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST | EDISON NJ | 510 | $44.3M | $814K |
| 6 | OTF FITNESS PARTNERS HOUSTON LLC OTF FITNESS PARTNERS HOUSTON LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 457 | $3.0M | $80K |