Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JH Multi-Index LS Balanced Pooled separate account in their Schedule of Assets, totaling $19.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | $13.1M |
| 2 | CARAN PRECISION ENG. & MFG. CORP. CARAN PRECISION ENG. & MFG. CORP. RETIREMENT SAVINGS PLAN | BREA CA | 251 | $16.2M | $3.0M |
| 3 | FIRE MOUNTAIN GEMS & BEADS INC |
GRANTS PASS OR |
| 161 |
| $14.2M |
| $1.7M |
| 4 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $1.6M |
| 5 | X3 STAFFING, INC. X3 STAFFING, INC. 401(K) PLAN | WEST JORDAN UT | 411 | $4.0M | $67K |
| 6 | SUPERIOR TRANSPORTATION ASSOCIATES, INC. SUPERIOR TRANSPORTATION ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 126 | $7.0M | $21K |
