Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Jpmorgan Core Plus Bond R6 Mutual Funds in their Schedule of Assets, totaling $22.6M 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 | ACCOR MANAGEMENT US, INC. ACCOR 401(K) PLAN | — | 7,617 | $372.9M | $11.9M |
| 2 | HARMONY FOODS, LLC SCN BESTCO 401(K) PLAN | GOLDEN CO | 1,216 | $72.5M | $5.2M |
| 3 | MISSISSIPPI METHODIST HOSPITAL AND REHABILITATION CENTER, INC. MISSISSIPPI METHODIST HOSPITAL REHABILITATION CENTER RETIREMENT PLAN |
JACKSON MS |
| 601 |
| $57.2M |
| $2.8M |
| 4 | CLUNE CONSTRUCTION COMPANY, L.P. CLUNE CONSTRUCTION COMPANY 401(K) RETIREMENT PLAN | CHICAGO IL | 782 | $73.0M | $1.1M |
| 5 | TRAX INTERNATIONAL CORPORATION TRAX INTERNATIONAL CORPORATION SAVINGS AND RETIREMENT PLAN | LAS VEGAS NV | 1,367 | $113.1M | $883K |
| 6 | GAFCON, INC. GAFCON, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 126 | $19.3M | $421K |
| 7 | GAFCON PM-CM LLC GAFCON PM-CM LLC PROFIT SHARING PLAN | SAN DIEGO CA | 124 | $17.9M | $297K |
| 8 | C. MARTIN COMPANY, INC. C. MARTIN COMPANY, INC. 401(K) PLAN | LAS VEGAS NV | 167 | $5.3M | $56K |
| 9 | KEHE MONTERREY PROVISIONS, LLC KEHE MONTERREY PROVISIONS LLC 401(K)PLAN | SAN DIEGO CA | 124 | $1.2M | $7K |
| 10 | PEREIRA & O'DELL LLC PEREIRA & O'DELL 401(K) PLAN | SAN FRANCISCO CA | 90 | $12.4M | $4K |
