Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JPMORGAN CORE PLUS BD - R2 in their Schedule of Assets, totaling $3.0M 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 | TENDER LOVING CARE MANAGEMENT TLC MANAGEMENT, INC. 401(K) PLAN | MARION IN | 2,102 | $31.0M | $1.1M |
| 2 | INFOVISION, INC INFOVISION, INC 401K PLAN | RICHARDSON TX | 291 | $12.3M | $410K |
| 3 | CORNER HOME MEDICAL, INC. CORNER HOME MEDICAL INC. 401K PLAN AND TRUST |
NEW HOPE MN |
| 403 |
| $8.1M |
| $244K |
| 4 | COBOCO INC. COBOCO INC. 401(K) PROFIT SHARING PLAN AND TRUST | FOREST PARK GA | 284 | $5.9M | $241K |
| 5 | IBISWORLD INC IBISWORLD 401(K) PLAN | VENICE CA | 199 | $17.6M | $233K |
| 6 | JOHNAN AMERICA , INC JOHNAN AMERICA SAVINGS PLAN 401K | BARDSTOWN KY | 129 | $2.5M | $220K |
| 7 | POWER DIGITAL MARKETING INC. POWER DIGITAL MARKETING INC. 401(K) PROFIT SHARING PLAN TRUST | SAN DIEGO CA | 536 | $18.8M | $126K |
| 8 | ACL AIRSHOP, LLC ACL AIRSHOP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | GREENVILLE SC | 122 | $2.5M | $86K |
| 9 | ACCESS BIO INC ACCESS BIO 401(K) PLAN | MONROE TOWNSHIP NJ | 101 | $6.1M | $76K |
| 10 | ANDRUS TRANSPORTATION SERVICES I ANDRUS TRANSPORTATION SERVICES, INC. 401(K) PLAN | ST GEORGE UT | 258 | $4.6M | $68K |
