Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Jpmorgan Core Plus Bond R6 Mutual fund in their Schedule of Assets, totaling $6.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRAC INTERMODAL TRAC INTERMODAL RETIREMENT SAVINGS PLAN | PRINCETON NJ | 526 | $95.3M | $1.7M |
| 2 | SMITH DOUGLAS HOLDINGS LLC SMITH DOUGLAS HOMES 401(K) PLAN | WOODSTOCK GA | 453 | $23.7M | $1.3M |
| 3 | POINTCLICKCARE TECHNOLOGIES USA CORP. POINTCLICKCARE TECHNOLOGIES USA CORP. 401(K) PLAN |
SOUTH JORDAN UT |
| 1,062 |
| $94.0M |
| $810K |
| 4 | MIDSTATES BANCSHARES, INC. MIDSTATES BANCSHARES, INC. 401(K) PLAN | HARLAN IA | 111 | $12.5M | $501K |
| 5 | DEFENSE UNICORNS, INC. DEFENSE UNICORNS, INC. 401(K) PLAN | COLORADO SPRINGS CO | 184 | $10.6M | $397K |
| 6 | EAST MANAGEMENT SERVICES, LLC EAST MANAGEMENT SERVICES 401(K) PLAN | BOCA RATON FL | 461 | $49.8M | $385K |
| 7 | VARO MONEY, INC. VARO RETIREMENT PLAN | SAN FRANCISCO CA | 392 | $23.7M | $349K |
| 8 | DANELLA COMPANIES, INC. THE DANELLA COMPANIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,946 | $20.0M | $253K |
| 9 | HAWK RIDGE SYSTEMS HAWK RIDGE SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST | MOUNTAIN VIEW CA | 372 | $22.8M | $224K |
| 10 | PDS ADMINISTRATION COMPANY, INC. PDS ADMINISTRATION COMPANY, INC. RETIREMENT SAVINGS PLAN | DUBLIN OH | 200 | $13.6M | $144K |
