Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JH Multi-Index 2050 Lifetime in their Schedule of Assets, totaling $1.1M 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 | $440K |
| 2 | WHITCO SUPPLY, LLC WHITCO SUPPLY, LLC 401K PROFIT SHARING PLAN AND TRUST | BROUSSARD LA | 183 | $21.4M | $260K |
| 3 | NORTHGATE PROPERTY SERVICES, LLC NORTHGATE 401(K) PLAN |
GRAND RAPIDS MI |
| 556 |
| $4.7M |
| $255K |
| 4 | VESCO MATERIAL HANDLING EQUIPMENT INC ATLANTIC COAST TOYOTALIFT 401K RETIREMENT PLAN | WINSTON-SALEM NC | 145 | $7.9M | $158K |