Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding J H Enterprise N Mutual fund - in their Schedule of Assets, totaling $60.9M 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 | HACHETTE BOOK GROUP, INC. HACHETTE BOOK GROUP, INC. 401(K) PLAN | NEW YORK NY | 1,551 | $283.1M | $9.3M |
| 2 | ARES HOLDING CORPORATION ARES HOLDING CORPORATION 401(K) PLAN | BURLINGAME CA | 563 | $98.3M | $6.7M |
| 3 | EXTRA SPACE MANAGEMENT, INC. EXTRA SPACE MANAGEMENT, INC. 401(K) PLAN |
SALT LAKE CITY UT |
| 8,740 |
| $168.4M |
| $6.0M |
| 4 | KEAN MILLER LLP KEAN MILLER LLP SELF EMPLOYED RETIREMENT PLAN AND TRUST | BATON ROUGE LA | 375 | $162.9M | $5.6M |
| 5 | SHIELDS HEALTH CARE GROUP, INC. SHIELDS HEALTH CARE GROUP 401(K) PROFIT SHARING PLAN | QUINCY MA | 1,334 | $103.8M | $4.5M |
| 6 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 15,659 | $288.3M | $3.0M |
| 7 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST | SANTA CLARA CA | 2,217 | $154.7M | $2.7M |
| 8 | UNITED EDUCATORS MANAGEMENT COMPANY UNITED EDUCATORS MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | BETHESDA MD | 230 | $83.3M | $2.6M |
| 9 | KING STREET CAPITAL MANAGEMENT, L.P. KING STREET CAPITAL MANAGEMENT, L.P. 401(K) PLAN | NEW YORK NY | 188 | $61.7M | $2.4M |
| 10 | ICW GROUP HOLDINGS, INC. ICW GROUP HOLDINGS, INC. SALARY SAVINGS PLAN | SAN DIEGO CA | 1,172 | $143.4M | $2.3M |
