Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JH Multimanager Balanced LS* in their Schedule of Assets, totaling $67.5M 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 | THE SPEECH PATHOLOGY GROUP, INC. THE COMMUNICATIONS GROUP 401(K) PLAN | WALNUT CREEK CA | 1,484 | $37.7M | $10.9M |
| 2 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $10.1M |
| 3 | EYE CARE ASSOCIATES, INC. EYE CARE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN |
YOUNGSTOWN OH |
| 111 |
| $30.6M |
| $9.3M |
| 4 | WATSON REALTY CORP. WATSON REALTY CORP. 401(K) PLAN | JACKSONVILLE FL | 295 | $13.9M | $8.1M |
| 5 | MARKET RESOURCE PARTNERS LLC MARKET RESOURCE PARTNERS RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 92 | $12.1M | $6.6M |
| 6 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN | NEW BRAUNFELS TX | 227 | $46.4M | $4.8M |
| 7 | AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, PLC 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 234 | $20.7M | $3.5M |
| 8 | BARNES, DENNIG & CO., LTD. BARNES, DENNIG & CO., LTD. PROFIT SHARING PLAN | CINCINNATI OH | 157 | $39.3M | $2.8M |
| 9 | HIGH GRADE MATERIALS COMPANY HIGH GRADE 401K RETIREMENT PLAN | GREENVILLE MI | 358 | $14.9M | $2.8M |
| 10 | SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES 401(K) PLAN | WEST COLUMBIA SC | 655 | $8.6M | $2.1M |
