Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding JH Multimanager Aggressive LS* in their Schedule of Assets, totaling $23.4M 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 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN | NEW BRAUNFELS TX | 227 | $46.4M | $4.9M |
| 2 | HIGH GRADE MATERIALS COMPANY HIGH GRADE 401K RETIREMENT PLAN | GREENVILLE MI | 358 | $14.9M | $2.6M |
| 3 | EYE CARE ASSOCIATES, INC. |
YOUNGSTOWN OH |
| 111 |
| $30.6M |
| $2.3M |
| 4 | NEW ENGLAND WIRE TECHNOLOGIES CORP. NEW ENGLAND WIRE TECHNOLOGIES CORP. 401(K) PLAN | LISBON NH | 404 | $30.7M | $1.9M |
| 5 | THE SPEECH PATHOLOGY GROUP, INC. THE COMMUNICATIONS GROUP 401(K) PLAN | WALNUT CREEK CA | 1,484 | $37.7M | $1.9M |
| 6 | NORMAN H. ANDERSON, M.D., P.A. NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN | OCALA FL | 86 | $16.6M | $1.8M |
| 7 | SIGN A RAMA, INC. U.F.G. GROUP 401(K) RETIREMENT PLAN | WEST PALM BEACH FL | 194 | $20.8M | $1.4M |
| 8 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $1.2M |
| 9 | ENGINEERED COOLING SERVICES, LLC ENGINEERED COOLING SERVICES, LLC 401(K) PLAN | PENSACOLA FL | 316 | $13.8M | $1.1M |
| 10 | CTI RESOURCE MANAGEMENT, INC. CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST | JACKSONVILLE FL | 95 | $5.9M | $959K |
