Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JH Multimanager Conserv LS Mutual Fund in their Schedule of Assets, totaling $2.1M 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 | FRANK DONIO, INC. FRANK DONIO, INC. PROFIT SHARING PLAN | SANATOGA PA | 178 | $15.0M | $770K |
| 2 | HEALTHGRAM, INC. HEALTHGRAM, INC. 401(K) PLAN | CHARLOTTE NC | 123 | $8.4M | $504K |
| 3 | COMMUNITY REALTY MANAGEMENT, INC. COMMUNITY REALTY MANAGEMENT 401(K) PLAN |
SANATOGA PA |
| 262 |
| $8.1M |
| $289K |
| 4 | CAPITOL CHEVROLET & CADILLAC, INC. CAPITOL AUTO GROUP 401(K) PROFIT SHARING PLAN | SALEM OR | 364 | $19.3M | $237K |
| 5 | INDEPENDENT OPTIONS, INC. INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN | CORONA CA | 366 | $8.0M | $148K |
| 6 | FENTON COMMUNICATIONS, INC. FENTON COMMUNICATIONS, INC. 401(K) PLAN | NEW YORK NY | 96 | $8.2M | $142K |
