Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Jan Hen Balanced N Pooled separate account in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOA TECHNOLOGY INC. BOA RETIREMENT SAVINGS PLAN | DENVER CO | 140 | $21.2M | $3.4M |
| 2 | CARPENTER INDUSTRIES INC. CARPENTER INDUSTRIES INC. 401K PLAN | CONCORD NC | 142 | $10.2M | $75K |
