Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Core Plus Bond Fund; Class R6 Registered Investment Company in their Schedule of Assets, totaling $4.8M 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 | LEUPOLD & STEVENS, INC. LEUPOLD & STEVENS RETIREMENT SAVINGS PLAN | BEAVERTON OR | 805 | $147.1M | $4.5M |
| 2 | REVOLUTION MEDICINES, INC. REVOLUTION MEDICINES, INC. 401(K) SAVINGS PLAN | REDWOOD CITY CA | 513 | $42.1M | $209K |
| 3 | INTENSIVE BEHAVIOR INTERVENTIO |
GARDENA CA |
| 130 |
| $3.4M |
| $30K |
| 4 | PLUTO ACQUISITION OPCO LLC PLUTO ACQUISITION OPCO LLC 401(K) PROFIT SHARING PLAN & TRUST | PHOENIX AZ | 401 | $5.7M | $17K |
| 5 | FRANCISCO GRANDE USA INC. FRANCISCO GRANDE USA INC. 401(K) PROFIT SHARING PLAN & TRUST | CASA GRANDE AZ | 260 | $566K | $3K |
