Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JPMorgan JPMorgan Core Bond Fund - in their Schedule of Assets, totaling $165.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF TEAMSTERS BENEFIT TRUST TEAMSTERS BENEFIT TRUST | FREMONT CA | 13,722 | $910.8M | $157.8M |
| 2 | CLS BANK INTERNATIONAL CLS BANK INTERNATIONAL 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 269 | $113.7M | $3.7M |
| 3 | BREEZE AVIATION GROUP, INC |
COTTONWOOD HEIGHTS UT |
| 2,061 |
| $40.7M |
| $1.7M |
| 4 | MC2 CIVIL, LLC MC2 CIVIL, LLC 401(K) PLAN | HOUSTON TX | 358 | $10.5M | $922K |
| 5 | HARTFORD DISPENSARY THE ROOT CENTER FOR ADVANCED RECOVERY 403(B) PLAN | MANCHESTER CT | 242 | $14.7M | $246K |
| 6 | E. O. JOHNSON COMPANY, INC. E. O. JOHNSON COMPANY, INC. 401(K) PROFIT SHARING PLAN | WAUSAU WI | 309 | $48.0M | $218K |
| 7 | THE WOODLANDS CHRISTIAN ACADEMY THE WOODLANDS CHRISTIAN ACADEMY 403(B) PLAN | THE WOODLANDS TX | 179 | $7.0M | $157K |
| 8 | AMERICAN MITSUBA CORPORATION AMERICAN MITSUBA CORPORATION 401(K) PLAN | MT. PLEASANT MI | 567 | $58.1M | $81K |
| 9 | DENTONS DURHAM JONES PINEGAR P.C. DENTONS DURHAM JONES PINEGAR P.C. 401(K) RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 158 | $61.1M | $73K |
| 10 | C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | YORK PA | 69 | $9.0M | $60K |
