Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 936 retirement plans report an interest in this investment, totaling $441.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: John Hancock Stable VAL, John Hancock Stable VAL Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | E.J.HARRISON & SONS, INC. E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN | VENTURA CA | 246 | $43.0M | $41.5M |
| 2 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 24,235 | $415.2M | $11.1M |
| 3 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $6.5M |
| 4 | EXTRA ENERGY, INC. CHOICE INVESTMENTS SAVINGS PLAN | PRINCETON WV | 275 | $12.6M | $5.6M |
| 5 | ARBAN & CAROSI, INC. ARBAN & CAROSI, INC. PROFIT SHARING PLAN | WOODBRIDGE VA | 156 | $13.7M | $5.5M |
| 6 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $5.5M |
| 7 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $4.3M |
| 8 | STEMILT GROWERS, LLC STEMILT GROWERS, LLC 401(K) SAVINGS PLAN & TRUST | WENATCHEE WA | 1,734 | $64.7M | $4.0M |
| 9 | Q-TECH CORPORATION Q-TECH CORPORATION 401(K) PROFIT SHARING PLAN | CYPRESS CA | 184 | $22.7M | $3.9M |
| 10 | NEXT PHASE ENTERPRISES, LLC NEXT PHASE ENTERPRISES 401K PLAN | PHOENIX AZ | 132 | $27.5M | $3.5M |
