Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JH Multi-Index LS Moderate in their Schedule of Assets, totaling $2.7M 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 | VIRGINIA UROLOGY CENTER, P.C. VIRGINIA UROLOGY CENTER, P.C. PROFIT SHARING PLAN | RICHMOND VA | 392 | $99.0M | $2.0M |
| 2 | COMMERCIAL PLASTICS COMPANY COMMERCIAL PLASTICS COMPANY 401(K) & PROFIT SHARING PLAN | MUNDELEIN IL | 532 | $11.1M | $449K |
| 3 | WHITCO SUPPLY, LLC |
BROUSSARD LA |
| 183 |
| $21.4M |
| $175K |
| 4 | HEINZEN, LLC HEINZEN, LLC 401(K) PLAN | GILROY CA | 95 | $11.1M | $93K |
| 5 | ROAD TO HANA DBA HEALTHY LIVING MARKET HEALTHY LIVING MARKET 401(K) RETIREMENT PLAN | SOUTH BURLINGTON VT | 296 | $5.1M | $6K |
