Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan JPMorgan Core Plus Bond Fund in their Schedule of Assets, totaling $10.4M 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 | BRAY INTERNATIONAL, INC. BRAY INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 902 | $109.7M | $8.1M |
| 2 | INVIVOSCRIBE, INC. INVIVOSCRIBE, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 215 | $19.8M | $726K |
| 3 | ORTHOPEDIC CARE PARTNERS MANAGEMENT LLC |
GAINESVILLE FL |
| 1,464 |
| $161.1M |
| $559K |
| 4 | LANZATECH, INC. LANZATECH RETIREMENT SAVINGS 401(K) PLAN | SKOKIE IL | 298 | $28.0M | $533K |
| 5 | PROJECT44, INC. PROJECT44, INC. 401(K) PLAN | CHICAGO IL | 218 | $18.7M | $259K |
| 6 | BODY SHOP BIDS D/B/A SNAPSHEET SNAPSHEET, INC. ANCILLARY PLAN | CHICAGO IL | 529 | $24.2M | $73K |
| 7 | MAESTRO FOOD CO. TOVALA 401(K) PLAN | CHICAGO IL | 311 | $6.3M | $72K |
| 8 | SOUTHWEST SHIPYARD, L.P. SOUTHWEST SHIPYARD L.P. 401(K) SAVINGS AND RETIREMENT PLAN | CHANNELVIEW TX | 380 | $13.9M | $19K |
