Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JPMorgan Core Bond in their Schedule of Assets, totaling $15.4M 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 | UNIVERSITY OF DENVER UNIVERSITY OF DENVER RETIREMENT PLAN | DENVER CO | 7,091 | $908.8M | $5.6M |
| 2 | SUMMIT UTILITIES, INC. SUMMIT UTILITIES, INC. 401(K) PLAN | FORT SMITH AR | 1,341 | $100.1M | $2.6M |
| 3 | BBR PARTNERS, LLC BBR PARTNERS, LLC RETIREMENT PLAN |
NEW YORK NY |
| 174 |
| $44.2M |
| $2.3M |
| 4 | HELEN ROSS MCNABB CENTER, INC. HELEN ROSS MCNABB CENTER, INC., RETIREMENT PLAN | KNOXVILLE TN | 1,159 | $69.0M | $1.9M |
| 5 | GRAVITY OILFIELD SERVICES, LLC GRAVITY RETIREMENT PLAN | SNYDER TX | 347 | $39.3M | $971K |
| 6 | CHARTIERS COMMUNITY MENTAL HEALTH AND RETARDATION CETNER, INC. CHARTIERS COMMUNITY MENTAL HEALTH AND RETARDATION CENTER, INC 403(B) PLAN | BRIDGEVILLE PA | 98 | $8.0M | $910K |
| 7 | WEST MICHIGAN CANCER CENTER WEST MICHIGAN CANCER CENTER 403(B) PLAN | KALAMAZOO MI | 110 | $14.9M | $872K |
| 8 | KIRKWOOD PHARMACY GROUP KIRKWOOD PHARMACY GROUP 401(K) PLAN | ST. LOUIS MO | 132 | $5.1M | $99K |
| 9 | ICONIX WATERWORKS (US) INC. ICONIX WATERWORKS (US) INC. 401K RETIREMENT PLAN | SNOHOMISH WA | 143 | $7.8M | $85K |
| 10 | W.B. ENGINEERING & CONSULTING, PLLC WB ENGINEERING & CONSULTING, PLLC RETIREMENT SAVINGS PLAN | NEW YORK NY | 139 | $19.3M | $51K |
