Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JH Multimanager Conserv LS Pooled separate accounts in their Schedule of Assets, totaling $2.8M 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 | AKS INDUSTRIES, INC. AKS INDUSTRIES 401(K) RETIREMENT PLAN & TRUST | KIRKLAND WA | 350 | $15.0M | $778K |
| 2 | ELLKAY LLC ELLKAY LLC RETIREMENT PLAN | ELMWOOD PARK NJ | 386 | $23.6M | $754K |
| 3 | GAMMA CONSTRUCTION COMPANY, INC. GAMMA CONSTRUCTION COMPANY, INC. 401(K) PLAN |
HOUSTON TX |
| 173 |
| $9.2M |
| $657K |
| 4 | LODESTONE PACIFIC HOLDING COMPANY, INC. LPHC, INC. 401(K) PROFIT SHARING PLAN | ARCATA CA | 240 | $13.0M | $208K |
| 5 | PATRICKS MOTOR MART, INC. PATRICKS MOTOR MART, INC. 401(K)/PROFIT SHARING PLAN | AUBURN MA | 136 | $3.1M | $154K |
| 6 | WGI, INC. WGI, INC. 401(K) PLAN | WEST PALM BEACH FL | 497 | $57.8M | $126K |
| 7 | GEARY PACIFIC CORPORATION GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | ANAHEIM CA | 238 | $28.9M | $66K |
| 8 | MEDICI TECHNOLOGIES, LLC MHBD 401(K) RETIREMENT PLAN | AUSTIN TX | 187 | $6.6M | $63K |