Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan Global Bond Opportunities R6 Mutual fund in their Schedule of Assets, totaling $2.8M 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 | ORA ORTHOPEDICS, P.C. ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN | BETTENDORF IA | 399 | $78.0M | $1.1M |
| 2 | TRIPLE HS, INCORPORATED H.T. HARVEY & ASSOCIATES 401(K) PLAN | LOS GATOS CA | 88 | $27.5M | $472K |
| 3 | PHILIP HEALTH SERVICES, INC. PHILIP HEALTH SERVICES, INC. RETIREMENT PLAN |
PHILIP SD |
| 112 |
| $7.5M |
| $340K |
| 4 | AMERICAN CRANE & EQUIPMENT CORPORATION AMERICAN CRANE & EQUIPMENT CORPORATION 401(K) PLAN | DOUGLASSVILLE PA | 196 | $26.6M | $328K |
| 5 | MODERN OFFICE METHODS, INC. MODERN OFFICE METHODS INC. SAVINGS AND INVESTMENT PLAN | CINCINNATI OH | 231 | $22.0M | $285K |
| 6 | KIPP NYC, LLC KIPP NYC 403(B) RETIREMENT PLAN | NEW YORK NY | 1,306 | $94.6M | $212K |
| 7 | RLOOM DESIGN CORP RLOOM DESIGN CORP 401(K) PLAN | LOS ANGELES CA | 32 | $4.8M | $11K |
| 8 | EVERSERVICE HOLDINGS, LLC EVERSERVICE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 420 | $8.6M | $11K |
| 9 | PRECISION WIRE PRODUCTS INC. PRECISION WIRE PRODUCTS INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | COMMERCE CA | 329 | $8.9M | $11K |
