Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Jpmorgan Jpmorgan Core Bond R6 in their Schedule of Assets, totaling $39.1M 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 | PHI GROUP, INC. PHI GROUP, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 2,040 | $426.9M | $13.7M |
| 2 | LANCO INTERNATIONAL, INC. LANCO INTERNATIONAL, INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PROGRAM | HAZEL CREST IL | 713 | $117.1M | $4.4M |
| 3 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 407 |
| $84.7M |
| $3.2M |
| 4 | KOSITZKA, WICKS AND COMPANY KOSITZKA, WICKS AND COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | ALEXANDRIA VA | 122 | $26.8M | $2.9M |
| 5 | CAROLINA NEUROSURGERY & SPINE ASSOCIATES PA CAROLINA NEUROSURGERY & SPINE ASSOCIATES, PA EMPLOYEES SAVINGS PLAN | CHARLOTTE NC | 477 | $109.4M | $2.8M |
| 6 | TRAIL BLAZERS INC. TRAIL BLAZERS SAVINGS AND RETIREMENT PLAN | PORTLAND OR | 570 | $38.9M | $2.6M |
| 7 | AURORA ORGANIC DAIRY CORP. AURORA ORGANIC DAIRY CORP. 401(K) PLAN | BOULDER CO | 786 | $29.6M | $1.6M |
| 8 | PARENTS AND CHILDREN TOGETHER PARENTS AND CHILDREN TOGETHER 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 314 | $16.0M | $1.4M |
| 9 | ONE WATER MARINE HOLDINGS, LLC ONE WATER MARINE HOLDINGS, LLC 401(K) PLAN | BUFORD GA | 1,832 | $57.4M | $1.2M |
| 10 | ARKANSAS COLLEGES OF HEALTH EDUCATION DBA ACHE ARKANSAS COLLEGES OF HEALTH EDUCATION 401(K) PLAN | FORT SMITH AR | 162 | $14.4M | $1.2M |
