Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPmorgan Core Plus Bond R6 Mutual fund N/A in their Schedule of Assets, totaling $1.8M 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 | STATE BAR OF ARIZONA STATE BAR OF ARIZONA 401(K) PLAN | PHOENIX AZ | 94 | $22.5M | $647K |
| 2 | MERIT BRASS CO. MERIT BRASS CO. 401K PROFIT SHARING PLAN & TRUST | CLEVELAND OH | 207 | $20.5M | $508K |
| 3 | CYPRESS ENVIRONMENTAL MANAGEMENT, LLC CYPRESS ENVIRONMENTAL MANAGEMENT, LLC 401(K) PLAN |
TULSA OK |
| 247 |
| $14.1M |
| $294K |
| 4 | BALDWIN & SHELL CONSTRUCTION CO. BALDWIN & SHELL CONSTRUCTION CO. 401(K) PLAN | LITTLE ROCK AR | 290 | $12.8M | $286K |
| 5 | ORTHALIGN, INC. ORTHALIGN 401(K) PLAN | IRVINE CA | 125 | $6.1M | $64K |
| 6 | ANIMAS SURGICAL HOSPITAL, LLC ANIMAS SURGICAL HOSPITAL, LLC 401K PLAN & TRUST | DURANGO CO | 198 | $9.3M | $2K |
