Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding J H Enterprise T Registered investment company in their Schedule of Assets, totaling $54.1M 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 | DAIRY FARMERS OF AMERICA, INC. DAIRY FARMERS OF AMERICA MASTER 401(K) TRUST | KANSAS CITY KS | — | $1.4B | $31.7M |
| 2 | WILLKIE FARR & GALLAGHER LLP WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,735 | $852.7M | $14.6M |
| 3 | CRASH CHAMPIONS, LLC |
RICHARDSON TX |
| 10,575 |
| $253.7M |
| $2.5M |
| 4 | BERRY GP, INC. D/B/A/ BERRY CONTRACTING, INC. BERRY CONTRACTING, INC. EMPLOYEE PROFIT SHARING PLAN & TRUST | CORPUS CHRISTI TX | 651 | $47.6M | $2.4M |
| 5 | SAMUELSEN, GONZALEZ, VALENZUELA & BROWN LLP SAMUELSEN, GONZALEZ, VALENZUELA & BROWN 401(K) PLAN | IRVINE CA | 82 | $16.0M | $2.0M |
| 6 | WEST CENTRAL STEEL, INC CONSOLIDATED 401(K) AND PROFIT SHARING PLAN | WILLMAR MN | 136 | $20.5M | $512K |
| 7 | ENGLISH COLOR & SUPPLY, LLC ENGLISH COLOR PBE 401(K) PLAN | RICHARDSON TX | 653 | $9.2M | $303K |
| 8 | THE PETERSON COMPANY PETERSON CO. RETIREMENT SAVINGS PLAN | AUBURN WA | 252 | $15.9M | $111K |
| 9 | DOLAN ENTERPRISES, INC. DBA DOLAN TOYOTA DOLAN AUTO GROUP 401(K) PROFIT SHARING PLAN | RENO NV | 662 | $10.3M | $41K |
