Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JFM 622 Balanced Model Mutual Fund in their Schedule of Assets, totaling $378K 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 | JOHN FAYARD MOVING AND WAREHOUSING, LLC JOHN FAYARD MOVING AND WAREHOUSING, LLC 401K PROFIT SHARING PLAN | GULFPORT MS | 132 | $1.3M | $378K |
