Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JH Multi-Index 2055 Lifetime in their Schedule of Assets, totaling $1.6M 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 | $828K |
| 2 | NORTHGATE PROPERTY SERVICES, LLC NORTHGATE 401(K) PLAN | GRAND RAPIDS MI | 556 | $4.7M | $631K |
| 3 | VESCO MATERIAL HANDLING EQUIPMENT INC ATLANTIC COAST TOYOTALIFT 401K RETIREMENT PLAN |
WINSTON-SALEM NC |
| 145 |
| $7.9M |
| $103K |
| 4 | WHITCO SUPPLY, LLC WHITCO SUPPLY, LLC 401K PROFIT SHARING PLAN AND TRUST | BROUSSARD LA | 183 | $21.4M | $50K |
