Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 624 retirement plans report an interest in this investment, totaling $59.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: John Hancock Bond Fund, John Hancock Bond, John Hancock Bond FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $2.7M |
| 2 | WEST WICHITA FAMILY PHYSICIANS, P.A. WEST WICHITA FAMILY PHYSICIANS, P.A. PROFIT SHARING PLAN AND 401(K) | WICHITA KS | 193 | $75.0M | $1.8M |
| 3 | 1932 INVESTORS LLC 1932 INVESTORS LLC INVESTMENT SAVINGS PLAN | LOS ANGELES CA | 0 | — | $1.6M |
| 4 | LIONETTI ASSOCIATES LLC LIONETTI ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST | ELIZABETH NJ | 133 | $12.2M | $1.3M |
| 5 | EDUCATORS CREDIT UNION EDUCATORS CREDIT UNION 401(K) PLAN & TRUST | MT. PLEASANT WI | 440 | $71.3M | $1.2M |
| 6 | EVERETT FINANCIAL, INC. DBA SUPREME LENDING EVERETT FINANCIAL, INC. DBA SUPREME LENDING 401(K) PLAN | DALLAS TX | 1,132 | $61.6M | $1.1M |
| 7 | CREW, INC. CREW, INC. 401(K) RETIREMENT PLAN | RANCHO DOMINGUEZ CA | 71 | $13.6M | $1.1M |
| 8 | PENSKE MEDIA CORPORATION PENSKE MEDIA CORPORATION 401(K) RETIREMENT PLAN | LOS ANGELES CA | 1,283 | $126.2M | $972K |
| 9 | L&M DEVELOPMENT PARTNERS LLC L&M DEVELOPMENT PARTNERS LLC 401K RETIREMENT SAVINGS PLAN | LARCHMONT NY | 535 | $90.0M | $871K |
| 10 | TAZMANIAN FREIGHT SYSTEMS, INC. TAZMANIAN FREIGHT FORWARDING 401K PLAN | MIDDLEBURG HTS OH | 207 | $14.0M | $830K |
