Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Hedged Equity Fund in their Schedule of Assets, totaling $2.5M 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 | SCIENTIFIC COMPONENTS CORPORATION MINI-CIRCUITS LAB PROFIT SHARING PLAN | BROOKLYN NY | 462 | $24.1M | $1.0M |
| 2 | IROQUOIS PIPELINE OPERATING COMPANY IROQUOIS PIPELINE OPERATING COMPANY CASH BALANCE RETIREMENT PLAN | SHELTON CT | 86 | $49.4M | $997K |
| 3 | BENNETT STEEL FABRICATION, INC. |
SAPULPA OK |
| 108 |
| $5.8M |
| $247K |
| 4 | B & W CUSTOM TRUCK BEDS, INC. B & W CUSTOM TRUCK BEDS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | HUMBOLDT KS | 416 | $43.8M | $245K |