Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JH MULTIMGR LIFESTYLE MOD R6 in their Schedule of Assets, totaling $5.9M 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 | $2.7M |
| 2 | ALLEN COMMUNICATION LEARNING SER ALLEN COMMUNICATION LEARNING SERVICES, INC. 401(K) PLAN | SALT LAKE CITY UT | 84 | $6.1M | $1.4M |
| 3 | KEYMARK-KASSON & KELLER, INC. |
FONDA NY |
| 808 |
| $16.9M |
| $721K |
| 4 | SPOT AND COMPANY OF MANHATTAN, I SPOTCO, INC. 401(K) PLAN | NEW YORK NY | 72 | $7.2M | $409K |
| 5 | HALVOR LINES, INC. HALVOR LINES, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SUPERIOR WI | 670 | $20.9M | $358K |
| 6 | ADAPTAS SOLUTIONS, LLC ADAPTAS SOLUTIONS, LLC 401(K) PLAN | PALMER MA | 0 | $0 | $159K |
| 7 | ST. NICKS ALLIANCE ST. NICKS ALLIANCE PENSION PLAN | BROOKLYN NY | 296 | $19.4M | $45K |
| 8 | ENCOMPASS MEDICAL GROUP, P.A. ENCOMPASS MEDICAL GROUP, P.A. 401(K) RETIREMENT PLAN | LENEXA KS | 174 | $26.5M | $28K |
