Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JH Multi-Index LS Aggressive Pooled separate account in their Schedule of Assets, totaling $13.5M 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 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $8.0M |
| 2 | SUPERIOR TRANSPORTATION ASSOCIATES, INC. SUPERIOR TRANSPORTATION ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 126 | $7.0M | $1.6M |
| 3 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $1.4M |
| 4 | CARAN PRECISION ENG. & MFG. CORP. CARAN PRECISION ENG. & MFG. CORP. RETIREMENT SAVINGS PLAN | BREA CA | 251 | $16.2M | $1.2M |
| 5 | FIRE MOUNTAIN GEMS & BEADS INC FIRE MOUNTAIN GEMS & BEADS INC 401K PLAN | GRANTS PASS OR | 161 | $14.2M | $663K |
| 6 | X3 STAFFING, INC. X3 STAFFING, INC. 401(K) PLAN | WEST JORDAN UT | 411 | $4.0M | $655K |
| 7 | G S LONG CO INC G S LONG CO INC 401K PROFIT SHARING PLAN | UNION GAP WA | 176 | $33.7M | $71K |