Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Hedged Equity in their Schedule of Assets, totaling $615K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WINSTON COUNTY MEDICAL FOUNDATION WINSTON COUNTY MEDICAL FOUNDATION 403(B) RETIREMENT PLAN | LOUISVILLE MS | 242 | $11.5M | $533K |
| 2 | TOMZ CORPORATION TOMZ CORPORATION 401K PROFIT SHARING PLAN | BERLIN CT | 218 | $9.6M | $44K |
| 3 | QUIDDITY-1, INC. QUIDDITY 401(K) PROFIT SHARING PLAN |
BELLAIRE TX |
| 614 |
| $89.6M |
| $38K |
