Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Jan Hen Flexible Bond N Pooled separate account in their Schedule of Assets, totaling $208K 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 | SOUTHWEST HEALTH SYSTEM INC. SOUTHWEST HEALTH SYSTEM INC. EMPLOYEE RETIREMENT PLAN | CORTEZ CO | 463 | $24.3M | $185K |
| 2 | CARPENTER INDUSTRIES INC. CARPENTER INDUSTRIES INC. 401K PLAN | CONCORD NC | 142 | $10.2M | $23K |