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 Fund Class I Mutual fund - in their Schedule of Assets, totaling $13.8M 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 | HANGER, INC. HANGER, INC. 401(K) SAVINGS PLAN | AUSTIN TX | 6,847 | $709.2M | $9.8M |
| 2 | ROSENDIN ELECTRIC ROSENDIN ELECTRIC 401(K) SAVINGS PLAN | SAN JOSE CA | 2,243 | $188.8M | $2.8M |
| 3 | ARES HOLDINGS, LLC NEXTECH 401(K) PLAN | MELBOURNE FL | 2,801 | $56.5M | $982K |
| 4 | PATTERSON & DEWAR ENGINEERS, INC. PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST | NORCROSS GA | 281 | $94.5M | $139K |