Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Jhancock Balanced R6 Mutual Fund in their Schedule of Assets, totaling $8.3M 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 | CDI CORPORATION CDI CORPORATION 401(K) SAVINGS PLAN | HOUSTON TX | 609 | $239.1M | $8.2M |
| 2 | LMLC OPERATIONS LLC LMLC OPERATIONS LLC RETIREMENT PLAN AND TRUST | BOZEMAN MT | 2,225 | $47.5M | $59K |
| 3 | YELLOWSTONE CLUB OPERATIONS, LLC YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST |
BOZEMAN MT |
| 1,132 |
| $27.0M |
| $40K |
| 4 | ROCK PAPER SCISSORS, LLC ROCK PAPER SCISSORS, LLC 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 203 | $17.8M | $29K |
