Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Core Plus Bond R3 JP Morgan 0 in their Schedule of Assets, totaling $2.6M 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 | TIOGA PIPE ,INC. TIOGA RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 116 | $34.5M | $2.1M |
| 2 | MICRO STRATEGIES, INC. MICRO STRATEGIES, INC 401(K) PROFIT SHARING PLAN | PARSIPPANY NJ | 97 | $22.9M | $420K |