Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan JPMorgan Core Plus Bond in their Schedule of Assets, totaling $3.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMUNITY PSYCHIATRY MANAGEMENT, LLC MINDPATH HEALTH RETIREMENT PLAN | SACRAMENTO CA | 971 | $64.5M | $1.3M |
| 2 | ROBERT WOOD JOHNSON FOUNDATION ROBERT WOOD JOHNSON FOUNDATION MATCHED SAVINGS PLAN | PRINCETON NJ | 338 | $132.2M | $1.3M |
| 3 | W.T. WALKER GROUP, INC. W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN | MILWAUKEE WI | 341 | $52.5M | $934K |
| 4 | FATHER BILL'S & MAINSPRING, INC. FATHER BILL'S & MAINSPRING, INC. 401(K) PLAN | BROCKTON MA | 316 | $6.4M | $226K |
| 5 | THE SECOND CITY, INC. THE SECOND CITY 401(K) PLAN | CHICAGO IL | 467 | $6.4M | $110K |
