Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding JPMorgan Core Plus Bond Fund; Class R6 in their Schedule of Assets, totaling $96.4M 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 | GILBANE INC. GILBANE 401(K) & RETIREMENT PLAN | PROVIDENCE RI | 3,592 | $1.0B | $40.1M |
| 2 | NUVANCE HEALTH NUVANCE HEALTH 401(K) RETIREMENT SAVINGS PLAN | DANBURY CT | 10,383 | $1.2B | $21.8M |
| 3 | WARNER MUSIC GROUP WARNER MUSIC GROUP 401(K) PLAN |
NEW YORK NY |
| 2,173 |
| $446.3M |
| $14.5M |
| 4 | ALLAN MYERS, INC. ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN | WORCESTER PA | 984 | $210.0M | $6.5M |
| 5 | AUDUBON ENGINEERING COMPANY, L.L.C. AUDUBON ENGINEERING COMPANY, L.L.C. EMPLOYEES SAVINGS TRUST | METAIRIE LA | 1,252 | $111.3M | $3.6M |
| 6 | ALLAN MYERS, INC. ALLAN MYERS HOURLY RETIREMENT PLAN | WORCESTER PA | 1,475 | $158.2M | $1.8M |
| 7 | COMPASS, INC. COMPASS 401(K) PLAN | NEW YORK NY | 2,754 | $172.2M | $1.5M |
| 8 | SAMARITAN HEALTHCARE & HOSPICE, INC. SAMARITAN HEALTHCARE & HOSPICE, INC. 403(B) PLAN | MOUNT LAUREL NJ | 399 | $30.5M | $1.3M |
| 9 | LEVENFELD PEARLSTEIN, LLC LEVENFELD PEARLSTEIN MEMBER AND STAFF RETIREMENT PLAN | CHICAGO IL | 119 | $38.5M | $905K |
| 10 | HARRISON STREET REAL ESTATE CAPITAL, LLC HARRISON STREET REAL ESTATE CAPITAL 401(K) PROFIT SHARING PLAN | CHICAGO IL | 232 | $49.8M | $768K |
