Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Jh Multimanager Balanced Ls Pooled separate account in their Schedule of Assets, totaling $70.9M 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 | WESCO GROUP LLC WESCO GROUP, INC. 401(K) PROFIT SHARING PLAN | LYNNWOOD WA | 479 | $22.2M | $13.1M |
| 2 | VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | VALDOSTA GA | 138 | $15.1M | $6.9M |
| 3 | RADIOLOGY ASSOCIATES, P.C. |
SPRINGFIELD OR |
| 67 |
| $40.5M |
| $4.4M |
| 4 | DIGISTREAM INVESTIGATIONS, INC. DIGISTREAM INVESTIGATIONS, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 370 | $10.5M | $3.9M |
| 5 | CITYNET, L.L.C. CITYNET 401K PLAN | BRIDGEPORT WV | 247 | $15.0M | $2.8M |
| 6 | ALBERT LEE, INC. ALBERT LEE, INC. 401(K) PLAN | SEATTLE WA | 173 | $26.0M | $2.6M |
| 7 | G S LONG CO INC G S LONG CO INC 401K PROFIT SHARING PLAN | UNION GAP WA | 176 | $33.7M | $2.4M |
| 8 | LYNDEN DOOR, INC. LYNDEN DOOR, INC. 401K RETIREMENT PLAN | LYNDEN WA | 1,056 | $38.7M | $2.4M |
| 9 | KINGSWAY LEARNING CENTER KINGSWAY LEARNING CENTER RETIREMENT PLAN | WEST MOORESTOWN NJ | 204 | $9.1M | $2.2M |
| 10 | S. ROTHSCHILD & CO., INC. S. ROTHSCHILD & CO., INC. 401(K) SAVINGS PLAN | NEW YORK NY | 121 | $16.9M | $2.0M |