Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Short Duration Bond-R6 Registered investment company in their Schedule of Assets, totaling $20.0M 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 | ROPES & GRAY LLP ROPES & GRAY LLP RETIREMENT SAVINGS PLAN | BOSTON MA | 2,706 | $1.4B | $19.8M |
| 2 | TAFAPOLSKY & SMITH LLP TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 81 | $14.6M | $203K |
