Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Core Plus Bond Fd R6 in their Schedule of Assets, totaling $739K 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 | SIMPSON COLLEGE SIMPSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANOLA IA | 209 | $74.8M | $353K |
| 2 | NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM 403(B) PLAN | NEW YORK NY | 293 | $42.5M | $243K |
| 3 | UNIVERSITY OF VIRGINIA PHYSICIANS GROUP |
CHARLOTTESVILLE VA |
| 1,984 |
| $126.7M |
| $142K |
