Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan JPMorgan Global Bond Opportunities R6 in their Schedule of Assets, totaling $1.6M 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 | YEO & YEO EMPLOYEES, INC. YEO AND YEO 401(K) PLAN | SAGINAW MI | 243 | $50.3M | $1.5M |
| 2 | CONFERENCE ON JEWISH MATERIAL CLAIMS AGAINST GERMANY, INC CLAIMS CONFERENCE 401(K) PLAN | NEW YORK NY | 165 | $15.4M | $35K |
| 3 | D.P. ELECTRIC, INC. D.P. ELECTRIC, INC. 401(K) PLAN |
TEMPE AZ |
| 583 |
| $19.0M |
| $15K |
