Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 122 U.S. retirement plans report holding JPMorgan Core Plus Bond R6 " in their Schedule of Assets, totaling $48.5M 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 | MEDICAL HOME ALLIANCE, LLC MEDICAL HOME ALLIANCE 401K PLAN | ORLANDO FL | 450 | $15.9M | $3.0M |
| 2 | CH HOLDINGS USA, INC. CH HOLDINGS, INC. 401(K) SALARY AND PROFIT SHARING PLAN | ST. LOUIS MO | 250 | $97.6M | $2.7M |
| 3 | NORTH AMERICAN HOGANAS HOLDINGS NORTH AMERICAN HOGANAS SALARY 401(K) PLAN |
HOLLSOPPLE PA |
| 151 |
| $50.9M |
| $2.4M |
| 4 | INHEALTH MD ALLIANCE, LLC IMA 401(K) PLAN | ORLANDO FL | 399 | $11.9M | $2.1M |
| 5 | AVAAP USA, LLC AVAAP USA, LLC 401K | COLUMBUS OH | 328 | $54.6M | $1.8M |
| 6 | WIND TURBINE AND ENERGY CABLES CORP. WIND TURBINE AND ENERGY CABLES 401(K) PLAN | HASBROUCK HEIGHTS NJ | 291 | $10.1M | $1.7M |
| 7 | HUVEPHARMA INC. HUVEPHARMA INC 401(K) PROFIT SHARING PLAN AND TRUST | PEACHTREE CITY GA | 256 | $45.2M | $1.6M |
| 8 | NORTH AMERICAN HOGANAS HOLDINGS NORTH AMERICAN HOGANAS UNION 401(K) PLAN | HOLLSOPPLE PA | 184 | $22.6M | $1.5M |
| 9 | PELOTON INTERACTIVE, INC. PELOTON INTERACTIVE, INC. RETIREMENT PLAN | NEW YORK NY | 1,796 | $231.0M | $1.5M |
| 10 | PRM CORPORATION RUSNAK 401(K) PLAN | PASADENA CA | 665 | $47.1M | $1.5M |
