Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JH Multimanager 2045 Lifetime Mutual Fund in their Schedule of Assets, totaling $1.8M 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 | INVERNESS TECHNOLOGIES, INC. INVERNESS TECHNOLOGIES, INC. 401(K) PLAN | ANNANDALE VA | 11 | $4.8M | $751K |
| 2 | COMMUNITY REALTY MANAGEMENT, INC. COMMUNITY REALTY MANAGEMENT 401(K) PLAN | SANATOGA PA | 262 | $8.1M | $445K |
| 3 | FENTON COMMUNICATIONS, INC. FENTON COMMUNICATIONS, INC. 401(K) PLAN |
NEW YORK NY |
| 96 |
| $8.2M |
| $414K |
| 4 | FRANK DONIO, INC. FRANK DONIO, INC. PROFIT SHARING PLAN | SANATOGA PA | 178 | $15.0M | $160K |
