Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JH Multi-Index 2040 Lifetime in their Schedule of Assets, totaling $1.4M 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 | OPENROAD OPCO. LLC OPENROAD 401(K) PLAN | AUSTIN TX | 398 | $8.0M | $1.1M |
| 2 | NORTHGATE PROPERTY SERVICES, LLC NORTHGATE 401(K) PLAN | GRAND RAPIDS MI | 556 | $4.7M | $265K |
| 3 | WHITCO SUPPLY, LLC WHITCO SUPPLY, LLC 401K PROFIT SHARING PLAN AND TRUST |
BROUSSARD LA |
| 183 |
| $21.4M |
| $60K |
