Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JH Lifestyle Blend Moderate in their Schedule of Assets, totaling $485K 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 | THE INTERMED GROUP INTERMED PROFIT SHARING AND 401(K) PLAN | ALACHUA FL | 258 | $14.7M | $289K |
| 2 | EAST SIDE HOUSE EAST SIDE HOUSE 401(K) PLAN | BRONX NY | 85 | $3.1M | $125K |
| 3 | BUCHANAN GENERAL HOSPITAL BUCHANAN GENERAL HOSPITAL 401(K) PROFIT SHARING PLAN |
GRUNDY VA |
| 221 |
| $15.1M |
| $71K |