Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Core Plus Bond Fnd R6 Registered Investment Company in their Schedule of Assets, totaling $2.5M 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 | NTT GLOBAL DATA CENTERS AMERICAS, INC. NTT GLOBAL DATA CENTERS AMERICAS, INC. 401(K) PLAN | SACRAMENTO CA | 860 | $55.7M | $2.0M |
| 2 | THE SPANOS CORPORATION THE SPANOS 401(K) INCENTIVE PLAN | STOCKTON CA | 108 | $13.4M | $284K |
| 3 | MALNOVE HOLDING COMPANY, INC. MALNOVE HOLDING COMPANY, INC. 401K PLAN |
OMAHA NE |
| 492 |
| $50.7M |
| $145K |
| 4 | AVITA MEDICAL AMERICAS LLC AVITA MEDICAL AMERICAS LLC 401(K) PROFIT SHARING PLAN AND TRUST | VALENCIA CA | 252 | $20.6M | $59K |
