Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding JH Multimanager Conserv LS* in their Schedule of Assets, totaling $5.2M 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 | NORMAN H. ANDERSON, M.D., P.A. NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN | OCALA FL | 86 | $16.6M | $1.2M |
| 2 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $663K |
| 3 | THE SPEECH PATHOLOGY GROUP, INC. THE COMMUNICATIONS GROUP 401(K) PLAN |
WALNUT CREEK CA |
| 1,484 |
| $37.7M |
| $621K |
| 4 | ENGINEERED COOLING SERVICES, LLC ENGINEERED COOLING SERVICES, LLC 401(K) PLAN | PENSACOLA FL | 316 | $13.8M | $512K |
| 5 | GUARANTEE TRUST LIFE INSURANCE COMPANY GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN | GLENVIEW IL | 296 | $57.0M | $363K |
| 6 | SIGN A RAMA, INC. U.F.G. GROUP 401(K) RETIREMENT PLAN | WEST PALM BEACH FL | 194 | $20.8M | $276K |
| 7 | AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, PLC 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 234 | $20.7M | $265K |
| 8 | NEW ENGLAND WIRE TECHNOLOGIES CORP. NEW ENGLAND WIRE TECHNOLOGIES CORP. 401(K) PLAN | LISBON NH | 404 | $30.7M | $261K |
| 9 | EYE CARE ASSOCIATES, INC. EYE CARE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | YOUNGSTOWN OH | 111 | $30.6M | $240K |
| 10 | WATSON REALTY CORP. WATSON REALTY CORP. 401(K) PLAN | JACKSONVILLE FL | 295 | $13.9M | $185K |
