Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Jpmorgan Core Plus Bond Fund Class R6 Mutual Fund in their Schedule of Assets, totaling $52.1M 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 | THE DAY & ZIMMERMANN GROUP, INC. DAY & ZIMMERMANN RETIREMENT PLAN | PHILADELPHIA PA | 4,384 | $487.3M | $23.2M |
| 2 | DAVIS GRAHAM & STUBBS LLP DAVIS GRAHAM & STUBBS LLP RETIREMENT PLAN | DENVER CO | 227 | $179.8M | $16.9M |
| 3 | CLARKSON EYECARE, INC. EYECARE PARTNERS 401(K) PLAN |
BALLWIN MO |
| 7,775 |
| $511.8M |
| $3.7M |
| 4 | SMI MANAGEMENT, LLC SMI MANAGEMENT, LLC 401(K) PLAN AND TRUST | CARROLLTON GA | 676 | $42.6M | $2.1M |
| 5 | RENAISSANCERE HOLDINGS LTD. RENAISSANCERE HOLDINGS LTD. 401(K) RETIREMENT PLAN | NEW YORK NY | 284 | $113.3M | $1.8M |
| 6 | JOHN STAURULAKIS, LLC JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN | GREENBELT MD | 556 | $62.6M | $1.2M |
| 7 | BITGO, INC. BITGO 401(K) PLAN | PALO ALTO CA | 215 | $21.5M | $871K |
| 8 | VMG HOLDINGS LLC VMG HOLDINGS LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 302 | $34.0M | $733K |
| 9 | H.L. YOH COMPANY LLC THE 401(K) RETIREMENT SAVINGS PLAN FOR YOH CONTRACT EMPLOYEES | PHILADELPHIA PA | 5,263 | $43.9M | $689K |
| 10 | UDEMY INC. UDEMY INC. RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 791 | $98.5M | $365K |
