Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JH MULTI-INDEX 2040 LIFETIME Mutual Fund in their Schedule of Assets, totaling $5.0M 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 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 269 | $21.5M | $2.7M |
| 2 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 286 | $18.8M | $2.3M |
