Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JH MULTIMGR LIFESTYLE AGG R6 in their Schedule of Assets, totaling $7.5M 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 | GRADE A MARKET, INCORPORATED GRADE A MARKET, INCORPORATED 401(K) PLAN | NORWALK CT | 1,431 | $74.0M | $4.2M |
| 2 | HALVOR LINES, INC. HALVOR LINES, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SUPERIOR WI | 670 | $20.9M | $2.6M |
| 3 | ADAPTAS SOLUTIONS, LLC ADAPTAS SOLUTIONS, LLC 401(K) PLAN |
PALMER MA |
| 0 |
| $0 |
| $291K |
| 4 | ALLEN COMMUNICATION LEARNING SER ALLEN COMMUNICATION LEARNING SERVICES, INC. 401(K) PLAN | SALT LAKE CITY UT | 84 | $6.1M | $263K |
| 5 | BRISTOL SUPERMARKET LLC BRISTOL SUPERMARKET LLC 401(K) PLAN | BRISTOL CT | 119 | $2.7M | $97K |
| 6 | HIRSHLEIFERS, INC. HIRSHLEIFERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MANHASSET NY | 124 | $12.2M | $52K |
| 7 | KEYMARK-KASSON & KELLER, INC. KEYMARK-KASSON & KELLER INC. 401K PLAN | FONDA NY | 808 | $16.9M | $30K |
| 8 | SPOT AND COMPANY OF MANHATTAN, I SPOTCO, INC. 401(K) PLAN | NEW YORK NY | 72 | $7.2M | $12K |
