Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding JPMorgan Core Plus Bond Fund " in their Schedule of Assets, totaling $24.2M 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 | MAYNARD NEXSEN PC MAYNARD NEXSEN, PC PENSION PLAN | BIRMINGHAM AL | 128 | $57.0M | $3.2M |
| 2 | PEACE RIVER CITRUS PRODUCTS, INC. PEACE RIVER CITRUS PRODUCTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | ARCADIA FL | 516 | $71.3M | $3.2M |
| 3 | CENTRAL STATES MANUFACTURING, INC. |
TONTITOWN AR |
| 1,124 |
| $33.4M |
| $2.9M |
| 4 | ADVARRA, INC. ADVARRA 401(K) PLAN | COLUMBIA MD | 874 | $87.0M | $2.3M |
| 5 | SONOVA U.S. CORPORATE SERVICES, LLC SONOVA 401(K) RETIREMENT SAVINGS PLAN | AURORA IL | 1,754 | $233.9M | $1.9M |
| 6 | INDUSTRIAL PIPING SPECIALISTS, INC. IPS 401(K) PLAN | TULSA OK | 326 | $35.7M | $1.6M |
| 7 | PIPE FITTERS LOCAL #211 WELFARE TRUST FUND PIPE FITTERS LOCAL UNION 211 WELFARE TRUST FUND | HOUSTON TX | 2,255 | $56.6M | $1.5M |
| 8 | THE HAWTHORN GROUP, INC. MELTON TRUCK LINES, INC. 401(K) PROFIT SHARING PLAN | TULSA OK | 1,559 | $63.7M | $1.0M |
| 9 | CANDELA CORPORATION CANDELA 401(K) PLAN | MARLBOROGH MA | 373 | $67.8M | $692K |
| 10 | INVOCA, INC. INVOCA, INC. 401(K) PROFIT SHARING PLAN & TRUST | WEST HOLLYWOOD CA | 332 | $47.5M | $582K |
