Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JH Multimanager Balanced LS Pooled separate accounts in their Schedule of Assets, totaling $16.3M 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 | WGI, INC. WGI, INC. 401(K) PLAN | WEST PALM BEACH FL | 497 | $57.8M | $10.0M |
| 2 | ELLKAY LLC ELLKAY LLC RETIREMENT PLAN | ELMWOOD PARK NJ | 386 | $23.6M | $1.6M |
| 3 | AKS INDUSTRIES, INC. AKS INDUSTRIES 401(K) RETIREMENT PLAN & TRUST | KIRKLAND |
| 350 |
| $15.0M |
| $1.2M |
| 4 | AHS RESIDENTIAL, LLC AHS RESIDENTIAL, LLC 401(K) PLAN | MIAMI FL | 221 | $11.6M | $1.1M |
| 5 | GAMMA CONSTRUCTION COMPANY, INC. GAMMA CONSTRUCTION COMPANY, INC. 401(K) PLAN | HOUSTON TX | 173 | $9.2M | $846K |
| 6 | GEARY PACIFIC CORPORATION GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | ANAHEIM CA | 238 | $28.9M | $576K |
| 7 | MEDICI TECHNOLOGIES, LLC MHBD 401(K) RETIREMENT PLAN | AUSTIN TX | 187 | $6.6M | $447K |
| 8 | PATRICKS MOTOR MART, INC. PATRICKS MOTOR MART, INC. 401(K)/PROFIT SHARING PLAN | AUBURN MA | 136 | $3.1M | $252K |
| 9 | LODESTONE PACIFIC HOLDING COMPANY, INC. LPHC, INC. 401(K) PROFIT SHARING PLAN | ARCATA CA | 240 | $13.0M | $201K |
| 10 | DRUMMOND SCIENTIFIC COMPANY DRUMMOND SCIENTIFIC COMPANY PROFIT SHARING PLAN | BROOMALL PA | 123 | $19.7M | $60K |
