Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 31 retirement plans report an interest in this investment, totaling $1.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: John Hancock Small CAP Core, John Hancock Small CAP Core Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SOFTWARE GUIDANCE AND ASSISTANCE, INC. SOFTWARE GUIDANCE AND ASSISTANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TARRYTOWN NY | 251 | $15.7M | $264K |
| 2 | WHOLESALE ELECTRIC SUPPLY CO., INC. WHOLESALE ELECTRIC SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN | TEXARKANA TX | 662 | $15.9M | $189K |
| 3 | VOLATO, INC. VOLATO INC. 401(K) PLAN | CHAMBLEE GA | 22 | $6.1M | $126K |
| 4 | TECHNIPAQ, INC. TECHNIPAQ, INC. 401(K) PROFIT SHARING PLAN | CRYSTAL LAKE IL | 174 | $6.8M | $122K |
| 5 | BROKEN SOUND CLUB, INC. BROKEN SOUND CLUB, INC. 401(K) PROFIT-SHARING PLAN | BOCA RATON FL | 378 | $5.8M | $103K |
| 6 | SHARP BANCSHARES, INC. SHARP BANCSHARES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | CAVE CITY AR | 29 | — | $95K |
| 7 | PARRISH & COMPANY, INC. PARRISH & COMPANY 401(K) PLAN | SAN ANTONIO TX | 128 | $11.5M | $76K |
| 8 | MIDWEST ENGINEERED SYSTEMS, INC. MIDWEST ENGINEERED SYSTEMS GROUP 401(K) PLAN | WAUKESHA WI | 152 | $15.0M | $63K |
| 9 | ENVIRO TECH CHEMICAL SERVICES, INC. ENVIRO TECH CHEMICAL SERVICES, INC. 401(K) PLAN | MODESTO CA | 159 | $12.3M | $59K |
| 10 | ENVIRO TECH CHEMICAL SERVICES, INC. ENVIRO TECH CHEMICAL SERVICES, INC. RATE GROUP 401(K) PLAN | MODESTO CA | 0 | $0 | $59K |
