Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding James Henderson James Henderson Forty Fund in their Schedule of Assets, totaling $632K 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 | GASTROINTESTINAL SPECIALISTS, INC. GASTROINTESTINAL SPECIALISTS, INC. PROFIT-SHARING PLAN AND TRUST | RICHMOND VA | 73 | $29.8M | $632K |
