Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JH Multimanager 2055 Lifetime in their Schedule of Assets, totaling $2.0M 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 | DOUGLAS COUNTY, INC. SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED | WINCHESTER OR | 131 | $8.8M | $803K |
| 2 | ENGINEERED COOLING SERVICES, LLC ENGINEERED COOLING SERVICES, LLC 401(K) PLAN | PENSACOLA FL | 316 | $13.8M | $335K |
| 3 | MARKET RESOURCE PARTNERS LLC |
PHILADELPHIA PA |
| 92 |
| $12.1M |
| $317K |
| 4 | AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, PLC 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 234 | $20.7M | $247K |
| 5 | SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES 401(K) PLAN | WEST COLUMBIA SC | 655 | $8.6M | $149K |
| 6 | NORMAN H. ANDERSON, M.D., P.A. NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN | OCALA FL | 86 | $16.6M | $120K |
