Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JH Lifestyle Bln Conservative Pooled Separate Account in their Schedule of Assets, totaling $2.4M 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 | CAL FARLEY'S CAL FARLEY'S 401(K) PLAN | AMARILLO TX | 273 | $27.0M | $1.8M |
| 2 | GAF HOLDINGS INC GROPPETTI AUTOMOTIVE 401(K) PROFIT SHARING PLAN | VISALIA CA | 182 | $6.5M | $386K |
| 3 | GEE WHIZ II, LLC. AUVIL FRUIT 401(K) PLAN | ORONDO |
| 1,274 |
| $8.3M |
| $88K |
| 4 | SUNSET CHEVROLET, INC. SUNSET CHEVROLET 401(K) RETIREMENT PLAN | SUMNER WA | 183 | $8.3M | $83K |
| 5 | TRAPPER'S SUSHI, INC. TRAPPER'S SUSHI, INC. 401(K) PLAN | FEDERAL WAY WA | 204 | $4.0M | $3K |
