Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding J H Balanced N Mutual Fund - in their Schedule of Assets, totaling $11.9M 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 | IPSEN BIOPHARMACEUTICALS, INC IPSEN BIOPHARMACEUTICALS, INC. U.S. 401(K) PLAN | BERKELEY HEIGHTS NJ | 683 | $205.8M | $7.0M |
| 2 | PBK ARCHITECTS, INC. PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 1,060 | $121.0M | $1.9M |
| 3 | PSEMI CORPORATION PSEMI CORPORATION 401(K) PLAN |
SAN DIEGO CA |
| 539 |
| $121.1M |
| $1.4M |
| 4 | SHIELDS HEALTH CARE GROUP, INC. SHIELDS HEALTH CARE GROUP 401(K) PROFIT SHARING PLAN | QUINCY MA | 1,334 | $103.8M | $1.4M |
| 5 | CARET HOLDINGS, INC. ROOT RETIREMENT PLAN | COLUMBUS OH | 1,042 | $56.9M | $296K |
