Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding JPMorgan JPMorgan Core Plus Bond R6 in their Schedule of Assets, totaling $11.2M 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 | WISE PLASTICS TECHNOLOGIES WISE PLASTICS TECHNOLOGIES, INC. 401(K) PLAN | ST CHARLES IL | 194 | $10.8M | $2.0M |
| 2 | AUGUSTA ENT, P.C. AUGUSTA ENT, P.C. 401(K) PROFIT SHARING PLAN | EVANS GA | 189 | $34.1M | $1.4M |
| 3 | GEOSTABILIZATION INTERNATIONAL SOIL NAIL HOLDINGS 401(K) PLAN |
WESTMINSTER CO |
| 484 |
| $37.9M |
| $1.4M |
| 4 | FALVEY INSURANCE GROUP LTD FALVEY INSURANCE GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST | NORTH KINGSTOWN RI | 176 | $18.2M | $1.1M |
| 5 | BRADSHAW INTERNATIONAL, INC. BRADSHAW HOME BEFORE-TAX SAVINGS PLAN | RANCHO CUCAMONGA CA | 394 | $33.5M | $988K |
| 6 | TB PHILLY, INC. TB PHILLY, INC. 401(K) PROFIT SHARING PLAN | PHOENIXVILLE PA | 128 | $18.7M | $939K |
| 7 | SUSQUEHANNA VALLEY WOMEN'S HEALTH CARE SUSQUEHANNA VALLEY WOMEN'S HEALTH CARE 401(K) PLAN | LANCASTER PA | 77 | $17.5M | $697K |
| 8 | ESHARES, INC. DBA CARTA INC. ESHARES, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,152 | $129.0M | $535K |
| 9 | FIRST NORTHERN BANK OF DIXON FIRST NORTHERN BANK PROFIT SHARING 401(K) PLAN | DIXON CA | 187 | $37.4M | $451K |
| 10 | STEPPING STONES HEALTHCARE SERVICES, LLC THE STEPPING STONES GROUP RETIREMENT PLAN | BOSTON MA | 14,977 | $104.0M | $447K |
