Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding J H Balanced N Registered Investment Company 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DARIGOLD, INC. DARIGOLD, INC. 401(K) SAVINGS PLAN | SEATTLE WA | 1,021 | $164.1M | $750K |
| 2 | VERIMATRIX, INC. VERIMATRIX 401(K) PLAN | SAN DIEGO CA | 74 | $14.7M | $251K |
| 3 | NORTHWEST SURGICAL SPECIALISTS, P.C. NORTHWEST SURGICAL SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN |
VANCOUVER WA |
| 417 |
| $105.2M |
| $183K |
