Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JH 2025 Lifetime Blend *** Mutual Fund in their Schedule of Assets, totaling $425K 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 | MKS2, LLC MKS2, LLC RETIREMENT PLAN | AUSTIN TX | 719 | $8.3M | $425K |
