Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JH Lifestyle Blend Balanced in their Schedule of Assets, totaling $791K 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 | THE INTERMED GROUP INTERMED PROFIT SHARING AND 401(K) PLAN | ALACHUA FL | 258 | $14.7M | $687K |
| 2 | BUCHANAN GENERAL HOSPITAL BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN | GRUNDY VA | 221 | $15.1M | $104K |
