Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Core Plus Bond R6 Fund ** in their Schedule of Assets, totaling $5.8M 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 | CSC SERVICEWORKS, INC. CSC SERVICEWORKS, INC. 401(K) PLAN | MELVILLE NY | 2,371 | $133.3M | $2.4M |
| 2 | ELECTRONIC CONTROLS COMPANY ECCO SAFETY GROUP 401(K) PLAN | BOISE ID | 223 | $33.8M | $2.0M |
| 3 | WORLD TRAVEL HOLDINGS, INC. WORLD TRAVEL HOLDINGS, INC. 401(K) SAVINGS PLAN |
WAKEFIELD MA |
| 1,186 |
| $77.4M |
| $1.2M |
| 4 | EVOLVE IP, LLC EVOLVE IP, LLC 401(K) PLAN | WAYNE PA | 141 | $0 | $245K |