Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JH Balanced T Registered investment company in their Schedule of Assets, totaling $3.4M 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 | HOTSTART, INC. HOTSTART, INC. 401(K) AND PROFIT SHARING PLAN | SPOKANE VALLEY WA | 218 | $56.2M | $3.4M |
