Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Core Bond Ultra in their Schedule of Assets, totaling $12.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ANDERSON TRUCKING SERVICE, INC. ANDERSON TRUCKING SERVICE, INC. PROFIT SHARING AND 401(K) PLAN | ST. CLOUD MN | 1,445 | $97.0M | $6.9M |
| 2 | BOARD OF TRUSTEES, IBEW LOCAL 332 PENSION PLAN PART B IBEW LOCAL 332 PENSION PLAN PART B | SAN JOSE CA | 2,150 | $885.7M | $4.1M |
| 3 | BSA WORLDWIDE HOLDINGS, LLC |
ST. CLOUD MN |
| 130 |
| $12.7M |
| $850K |
| 4 | CHAPIN HALL CENTER FOR CHILDREN CHAPIN HALL 403(B) PLAN | CHICAGO IL | 144 | $26.5M | $214K |
| 5 | BAY VIEW FOOD PRODUCTS COMPANY, INC. BAY VIEW FOOD PRODUCTS 401(K) PROFIT SHARING PLAN | PINCONNING MI | 155 | $15.4M | $30K |
