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 Portfolio Pooled separate account in their Schedule of Assets, totaling $620K 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 | SATCO PRODUCTS, INC. SATCO PRODUCTS, INC. 401(K) PLAN | BRENTWOOD NY | 310 | $26.8M | $419K |
| 2 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $112K |
| 3 | LOLAS MARKET, INC. LOLA'S MARKET, INC. RETIREMENT SAVINGS PLAN |
SANTA ROSA CA |
| 173 |
| $4.6M |
| $89K |
