Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding JPmorgan Core Bond R6 Registered Investment Company in their Schedule of Assets, totaling $16.0M 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 | B. BRAUN MEDICAL, INC. B. BRAUN MEDICAL, INC. PENSION PLAN | BETHLEHEM PA | 1,616 | $102.3M | $8.4M |
| 2 | INVENERGY LLC INVENERGY LLC 401(K) PLAN | CHICAGO IL | 2,212 | $240.3M | $2.7M |
| 3 | POLLARD (U.S.) LTD POLLARD (U.S.) LTD. SERVICE RELATED PENSION PLAN |
| — |
| 151 |
| $7.7M |
| $1.3M |
| 4 | LEATHERMAN TOOL GROUP, INC. LEATHERMAN TOOL GROUP 401(K) RETIREMENT PLAN | PORTLAND OR | 510 | $46.9M | $974K |
| 5 | JFE SHOJI AMERICA HOLDINGS, INC. JFE GROUP 401(K) PLAN | LONG BEACH CA | 1,005 | $69.9M | $773K |
| 6 | JFE SHOJI AMERICA, LLC JFE GROUP 401(K) PLAN | LONG BEACH CA | 404 | $34.9M | $601K |
| 7 | SAINT AGNES MEDICAL PROVIDERS SAINT AGNES MEDICAL PROVIDERS 401(K) PLAN | FRESNO CA | 94 | $20.5M | $393K |
| 8 | PRAXIS HEALTH, P.C. PRAXIS MEDICAL GROUP 401(K) PLAN | PENDLETON OR | 464 | $30.1M | $345K |
| 9 | MITSUBISHI GAS CHEMICAL AMERICA, INC. MGC GROUP 401(K) PLAN | NEW YORK NY | 242 | $13.2M | $200K |
| 10 | INTERPATH LABORATORY, INC. INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST | PENDLETON OR | 491 | $19.8M | $198K |
