Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMORGAN CORE PLUS BOND A Registered Investment Company in their Schedule of Assets, totaling $3.4M 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 | PHYNET DERMATOLOGY, LLC PHYNET DERMATOLOGY, LLC 401(K) PLAN | FRANKLIN TN | 1,446 | $54.6M | $3.4M |
| 2 | EDUPOINT EDUCATIONAL SYSTEMS, LLC EDUPOINT EDUCATIONAL SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 252 | $32.1M | $70K |
