Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JPMorgan Core Plus Bond Fund Mutual fund in their Schedule of Assets, totaling $44.5M 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 | MAC ARTHUR CO MAC ARTHUR CO. 2015 AMENDED AND RESTATED 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | ST PAUL MN | 1,300 | $1.0B | $10.1M |
| 2 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $6.8M |
| 3 | INTRUST FINANCIAL CORPORATION |
WICHITA KS |
| 856 |
| $205.6M |
| $5.8M |
| 4 | VEEVA SYSTEMS INC. VEEVA SYSTEMS INC. 401(K) PLAN | PLEASANTON CA | 3,977 | $460.9M | $5.3M |
| 5 | SUNSET DEVELOPMENT COMPANY SUNSET DEVELOPMENT 401(K) PLAN | SAN RAMON CA | 99 | $19.5M | $3.6M |
| 6 | GROUP 1001 RESOURCES LLC GROUP 1001 401(K) SAVINGS PLAN | ZIONSVILLE IN | 1,585 | $172.3M | $3.0M |
| 7 | GBBN ARCHITECTS, INC. GBBN ARCHITECTS, INC. 401(K) SAVINGS PLAN | CINCINNATI OH | 125 | $33.1M | $1.8M |
| 8 | CONNEXITY, INC. TABOOLA AND CONNEXITY 401(K) PLAN | SANTA MONICA CA | 459 | $95.7M | $1.6M |
| 9 | VALENCE MEDIA, LLC. VALENCE MEDIA, LLC 401(K) PLAN | BEVERLY HILLS CA | 26 | $35.8M | $983K |
| 10 | VALENCE MEDIA, LLC. VALENCE MEDIA 401(K) PLAN | BEVERLY HILLS CA | 86 | $44.4M | $973K |
