Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPmorgan Short Duration Bond R6 in their Schedule of Assets, totaling $494K 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 | OTTER PRODUCTS, LLC OTTER PRODUCTS, LLC 401(K) PLAN | FORT COLLINS CO | 725 | $83.5M | $377K |
| 2 | CYPRESS HEALTHCARE PARTNERS, LLC CYPRESS/DOD 401(K) PLAN | MONTEREY CA | 1,087 | $23.7M | $60K |
| 3 | HONKAMP KRUEGER & CO., P.C. HONKAMP KRUEGER & CO 401(K) PROFIT SHARING PLAN AND TRUST |
DUBUQUE IA |
| 347 |
| $66.3M |
| $17K |
| 4 | PINNACLE FIT CLUBS, LLC PINNACLE FIT CLUBS, LLC RETIREMENT PLAN | ROSEMONT IL | 1,079 | $3.4M | $17K |
| 5 | JESSE STUTTS, INC. JESSE STUTTS, INC. PROFIT SHARING PLAN | HUNTSVILLE AL | 177 | $15.0M | $10K |
| 6 | MEMPHIS GOODWILL INC. MEMPHIS GOODWILL INC. 403B RETIREMENT PLAN | MEMPHIS TN | 592 | $1.8M | $10K |
| 7 | NEW CHALLENGES, INC. NEW CHALLENGES EMPLOYEES' RETIREMENT PLAN | EAGAN MN | 198 | $5.2M | $801 |