Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Hedged Equity R6 Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I | WALNUT CREEK CA | 999 | $160.0M | $1.0M |
| 2 | CHIEF INDUSTRIES INC CHIEF INDUSTRIES, INC. THRIFT PLAN | GRAND ISLAND NE | 1,296 | $129.5M | $110K |
