Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JH Lifetime Blend 2040 in their Schedule of Assets, totaling $143K 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 | VESCO MATERIAL HANDLING EQUIPMENT INC ATLANTIC COAST TOYOTALIFT 401K RETIREMENT PLAN | WINSTON-SALEM NC | 145 | $7.9M | $134K |
| 2 | AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, PLC 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 234 | $20.7M | $9K |
