Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Core Plus Bond in their Schedule of Assets, totaling $21.6M 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 | RED HAT, INC. RED HAT, INC. 401(K) AND PROFIT SHARING PLAN | RALEIGH NC | 7,529 | $1.9B | $19.9M |
| 2 | LOS ANGELES DODGERS LLC LOS ANGELES DODGERS 401(K) PLAN | LOS ANGELES CA | 586 | $51.2M | $851K |
| 3 | ABRAHAM TECHNICAL SERVICES INC. DBA ABETECH ABRAHAM TECHNICAL 401(K) PLAN |
ROGERS MN |
| 132 |
| $19.5M |
| $541K |
| 4 | DISTEK INTEGRATION, INC. DISTEK INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | CEDAR FALLS IA | 143 | $23.7M | $268K |
| 5 | MONARCH BEHAVIORAL THERAPY BII, LLC DBA/ BEHAVIORAL INNOVATIONS BEHAVIORAL INNOVATIONS RETIREMENT SAVINGS PLAN | ADDISON TX | 2,466 | $4.7M | $38K |
| 6 | BIRDS EYE HOLDINGS, LLC BIRDS EYE HOLDINGS, LLC AND AFFILIATED COMPANIES 401(K) PLAN | WICHITA KS | 187 | $3.8M | $19K |
