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 R6 Mutual fund in their Schedule of Assets, totaling $3.2M 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 | ICM VENTURES, INC. ICM VENTURES RETIREMENT PLAN | COLWICH KS | 348 | $65.6M | $1.5M |
| 2 | COLLABERA, INC. COLLABERA 401(K) PLAN | BASKING RIDGE NJ | 3,480 | $102.6M | $1.1M |
| 3 | FALLSWAY EQUIPMENT CO. INC. FALLSWAY EQUIPMENT CO. INC. 401(K) PROFIT SHARING PLAN AND TRUST |
AKRON OH |
| 173 |
| $13.9M |
| $549K |
| 4 | TAYLOR TEAM RELOCATION TAYLOR TEAM RELOCATION 401(K) PROFIT SHARING PLAN & TRUST | STOW OH | 168 | $3.7M | $80K |
| 5 | CITADEL SERVICING CORPORATION CITADEL SERVICING CORPORATION 401(K) PLAN | IRVINE CA | 351 | $6.4M | $32K |
