Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Jh Dscpl Val Mdcp R6 Registered investment company in their Schedule of Assets, totaling $33.5M 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 | EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA CA | 6,165 | $1.7B | $21.7M |
| 2 | POWERSCHOOL GROUP LLC POWERSCHOOL GROUP LLC 401(K) PLAN | FOLSOM CA | 1,627 | $222.5M | $4.8M |
| 3 | VISTA EQUITY PARTNERS MANAGEMENT, LLC VISTA EQUITY PARTNERS MANAGEMENT, LLC RETIREMENT PLAN |
SAN FRANCISCO CA |
| 642 |
| $140.8M |
| $2.6M |
| 4 | RETINA GROUP, INC. DBA RETINA CONSULTANTS OF AMERICA RETINA CONSULTANTS OF AMERICA 401(K) PLAN | SOUTHLAKE TX | 4,799 | $353.2M | $2.0M |
| 5 | KLDISCOVERY HOLDINGS INC. KLDISCOVERY ONTRACK, LLC 401(K) PLAN | EDEN PRAIRIE MN | 2,300 | $125.9M | $1.3M |
| 6 | J. CRAIG VENTER INSTITUTE, INC. J. CRAIG VENTER INSTITUTE, INC. 401(K) PLAN | LA JOLLA CA | 183 | $51.0M | $430K |
| 7 | CRASH CHAMPIONS, LLC CRASH CHAMPIONS 401(K) PLAN | RICHARDSON TX | 10,575 | $253.7M | $392K |
| 8 | LOGICMONITOR, INC. LOGICMONITOR 401(K) PLAN | SANTA BARBARA CA | 550 | $39.5M | $119K |
| 9 | RAPTOR TECHNOLOGIES, LLC RAPTOR 401(K) PLAN | HOUSTON TX | 270 | $13.1M | $47K |
