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 Mutual fund in their Schedule of Assets, totaling $3.6M 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 | PRINCETON RADIOLOGY ASSOCIATES, P.A PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | PRINCETON NJ | 339 | $125.3M | $1.8M |
| 2 | BLACK RIVER SYSTEMS COMPANY, INC. BLACK RIVER SYSTEMS COMPANY 401(K) EMPLOYEE RETIREMENT PLAN | UTICA NY | 109 | $13.1M | $899K |
| 3 | APPLIED CARD SYSTEMS, INC. |
BOCA RATON FL |
| 143 |
| $19.2M |
| $742K |
| 4 | TRI-COUNTY MENTAL HEALTH SERVICES, INC., DBA BEACON MENTAL HEALTH BEACON MENTAL HEALTH 403(B) RETIREMENT PLAN | KANSAS CITY MO | 198 | $8.0M | $110K |
| 5 | INCEPTRA LLC INCEPTRA 401(K) PLAN | WESTON FL | 0 | $4.7M | $21K |
