Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan JPMorgan Core Bond Fund ‐ R6 in their Schedule of Assets, totaling $2.1M 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 | MEDHOST OF TENNESSEE, INC. MEDHOST EMPLOYEE STOCK OWNERSHIP PLAN | FRANKLIN TN | 554 | $109.5M | $1.1M |
| 2 | LMC ENTERPRISES LMC ENTERPRISES 401(K) PLAN | PARAMOUNT CA | 134 | $17.1M | $416K |
| 3 | SELECT DENTAL MANAGEMENT LLC SELECT DENTAL MANAGEMENT LLC 401(K) PLAN |
FLORHAM PARK NJ |
| 702 |
| $13.7M |
| $292K |
| 4 | PACIFIC RIDGE SCHOOL PACIFIC RIDGE SCHOOL 403(B) DC PLAN | CARLSBAD CA | 133 | $25.8M | $205K |
| 5 | PRINCETEL, INC. PRINCETEL, INC. 401(K) PLAN | HAMILTON NJ | 85 | $5.7M | $47K |
| 6 | TZERO GROUP, INC. TZERO GROUP, INC. 401(K) PLAN | SALT LAKE CITY UT | 64 | $13.2M | $46K |
