Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Hedged Equity ETF JPMorgan Hedged Equity ETF in their Schedule of Assets, totaling $1.8M 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 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP MASTER TRUST | CHICAGO IL | — | $373.0M | $896K |
| 2 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP RETIREMENT PLAN | CHICAGO IL | 310 | $210.6M | $491K |
| 3 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR PARTNERS AND SUPPORT STAFF |
CHICAGO IL |
| 336 |
| $135.9M |
| $326K |
| 4 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR ATTORNEY EMPLOYEES | CHICAGO IL | 156 | $33.0M | $79K |
