Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Party-in- Identity of Party Involved and Description of (d) Current Interest Investment Cost Value Mutual Funds, at Fair Value JPMorgan Core Bond Fund in their Schedule of Assets, totaling $3.8M 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 | GRIPPLE, INC. GRIPPLE, INC. 401(K) PLAN | AURORA IL | 201 | $16.9M | $3.8M |