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 in their Schedule of Assets, totaling $2.0M 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 | MASCARO SERVICES, INC. MASCARO SERVICES, INC. 401(K)/PROFIT SHARING PLAN | PITTSBURGH PA | 144 | $50.7M | $1.2M |
| 2 | TIDEWATER INC. TIDEWATER INC. 401(K) PLAN | HOUSTON TX | 293 | $77.6M | $835K |
| 3 | EAGLE FAMILY FOODS GROUP LLC EAGLE FAMILY FOODS GROUP LLC 401(K) PLAN |
CLEVELAND OH |
| 448 |
| $26.5M |
| $5K |