Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Jpmorgan Core Plus Bond R6 Registered investment company in their Schedule of Assets, totaling $3.3M 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 | SANTIAM MEMORIAL HOSPITAL SANTIAM MEMORIAL HOSPITAL 401(K) RETIREMENT PLAN | STAYTON OR | 597 | $41.8M | $1.9M |
| 2 | JOHNSON, POPE, BOKOR, RUPPEL & BURNS, L. L. P. JOHNSON, POPE PROFIT SHARING PLAN AND TRUST | TAMPA FL | 172 | $71.3M | $499K |
| 3 | GOODWILL INDUSTRIES OF ORANGE COUNTY, CALIFORNIA |
SANTA ANA CA |
| 1,574 |
| $31.6M |
| $436K |
| 4 | SHOPRUNNER, INC. SHOPRUNNER, INC. RETIREMENT PLAN | CHICAGO IL | 129 | $14.9M | $178K |
| 5 | FEDEX DATAWORKS, INC. SHOPRUNNER, INC. RETIREMENT PLAN | MEMPHIS TN | 114 | $15.8M | $156K |
| 6 | NATION'S FOODSERVICE, INC. NATION'S FOODSERVICE, INC. EMPLOYEES' 401(K) PLAN | EL CERRITO CA | 314 | $12.3M | $81K |
| 7 | ST PETERSBURG KENNEL CLUB, INC. ST PETERSBURG KENNEL CLUB, INCORPORATED 401(K) PLAN | ST PETERSBURG FL | 292 | $7.9M | $77K |
| 8 | JBEAR ENTERPRISES, LLC WOOLFSON EYE INSTITUTE 401(K) PLAN | ATLANTA GA | 162 | $922K | $1K |
