Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JH FUNDAMENTAL ALL CAP CORE R6 in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GLOBAL TAX MANAGEMENT, INC. GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WAYNE PA | 202 | $50.3M | $1.1M |
| 2 | HALVOR LINES, INC. HALVOR LINES, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SUPERIOR WI | 670 | $20.9M | $10K |
| 3 | ADAPTAS SOLUTIONS, LLC |
PALMER MA |
| 0 |
| $0 |
| $1K |
