Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding J H Balanced I Mutual Fund in their Schedule of Assets, totaling $12.6M 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 | SOLARWINDS INC SOLARWINDS WORLDWIDE LLC 401(K) PLAN | AUSTIN TX | 730 | $141.1M | $4.2M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $3.9M |
| 3 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN |
ITHACA NY |
| 12,904 |
| $2.4B |
| $2.2M |
| 4 | NUMERICA CREDIT UNION NUMERICA CREDIT UNION RETIREMENT PLAN | SPOKANE VALLEY WA | 664 | $87.9M | $1.4M |
| 5 | OSF INTERNATIONAL, INC. OSF INTERNATIONAL 401(K) PLAN | PORTLAND OR | 1,199 | $20.7M | $511K |
| 6 | QUESTOR CORP QUESTOR 401(K) PLAN | RENO NV | 49 | $23.0M | $288K |
| 7 | VELOSIO, LLC VELOSIO, LLC 401(K) PLAN | DUBLIN OH | 303 | $57.6M | $224K |
| 8 | PREFERRED HEALTHCARE STAFFING, INC. PREFERRED HEALTHCARE STAFFING 401(K) PLAN | SAN DIEGO CA | 247 | $3.4M | $5K |
