Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JH Enterprise Fund Class T in their Schedule of Assets, totaling $5.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COLSON MEDICAL LLC THE COLSON MEDICAL LLC EMPLOYEES' RETIREMENT PLAN | CHICAGO IL | 1,271 | $190.2M | $4.8M |
| 2 | DAUBERT INDUSTRIES, INC. DAUBERT INDUSTRIES, INC. PROFIT SHARING PLAN | BURR RIDGE IL | 249 | $63.4M | $773K |