Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding J H VENTURE N Mutual fund in their Schedule of Assets, totaling $2.5M 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 | ULTRA ELECTRONICS INC. ULTRA ELECTRONICS INC. 401(K) PLAN | BRAINTREE MA | 1,813 | $296.7M | $2.1M |
| 2 | YETI HOLDINGS, INC. YETI COOLERS, LLC RETIREMENT PLAN | AUSTIN TX | 1,132 | $58.4M | $323K |
| 3 | H-D ADVANCED MANUFACTURING COMPANY HD ADVANCED MANUFACTURING 401K PLAN |
HOUSTON TX |
| 272 |
| $21.1M |
| $79K |
| 4 | BOGUSH INC. BOGUSH/WALLINGTON PLUMBING 401(K) RETIREMENT SAVINGS PLAN | WALLINGTON NJ | 207 | $37.3M | $24K |