Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JH Multimanager 2040 Lifetime Pooled separate accounts in their Schedule of Assets, totaling $299K 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 | AHS RESIDENTIAL, LLC AHS RESIDENTIAL, LLC 401(K) PLAN | MIAMI FL | 221 | $11.6M | $122K |
| 2 | DRUMMOND SCIENTIFIC COMPANY DRUMMOND SCIENTIFIC COMPANY PROFIT SHARING PLAN | BROOMALL PA | 123 | $19.7M | $103K |
| 3 | LODESTONE PACIFIC HOLDING COMPANY, INC. LPHC, INC. 401(K) PROFIT SHARING PLAN |
ARCATA CA |
| 240 |
| $13.0M |
| $74K |
