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 R6 in their Schedule of Assets, totaling $3.5M 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 | OGLETREE, DEAKINS, NASH, SMOAK & STEWART OGLETREE, DEAKINS, NASH, SMOAK & STEWART 401(K) SAVINGS PLAN | GREENVILLE SC | 2,351 | $398.4M | $2.7M |
| 2 | MAGNUM MAGNETICS CORPORATION MAGNUM MAGNETICS RETIREMENT SAVINGS PLAN | MARIETTA OH | 165 | $10.7M | $561K |
| 3 | SCIOTO PAINT VALLEY MENTAL HEALTH CENTER, INC |
CHILLICOTHE OH |
| 155 |
| $5.6M |
| $230K |