Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Short Duration Bond Fund Mutual fund in their Schedule of Assets, totaling $1.0M 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 | BAKER & HOSTETLER LLP BAKER & HOSTETLER RETIREMENT BENEFIT ENHANCEMENT PLAN | CLEVELAND OH | 185 | $28.7M | $605K |
| 2 | HIGHFIVE DENTAL HOLDCO, LLC HIGHFIVE HEALTHCARE 401(K) PLAN | HOMEWOOD AL | 629 | $40.8M | $356K |
| 3 | GRAND INDUSTRIAL, LLC GRAND TRADITIONS 401(K) PLAN |
INDIANAPOLIS IN |
| 927 |
| $10.5M |
| $49K |
