Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan Core Bond Class R6 in their Schedule of Assets, totaling $2.9M 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 | SUN AND SANDS ENTERPRISES, LLC SUN AND SANDS ENTERPRISES PROFIT SHARING AND 401(K) PLAN | LA QUINTA CA | 112 | $14.9M | $2.9M |
| 2 | SOUTHWEST FLORIDA RETIREMENT CENTER INC DBA VILLAGE ON THE ISLE VILLAGE ON THE ISLE RETIREMENT PLAN | VENICE FL | 269 | $4.4M | $57K |
