Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JH Multi-Index LS Aggressive Registered Investment Company in their Schedule of Assets, totaling $769K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KYLE MATHISON ORCHARDS, INC. KYLE MATHISON ORCHARDS, INC. 401(K) SAVINGS PLAN AND TRUST | WENATCHEE WA | 112 | $7.0M | $649K |
| 2 | LA JOLLA GROUP, INC. THE LA JOLLA GROUP 401(K) PLAN | IRVINE CA | 340 | $15.2M | $120K |
