Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5,030 U.S. retirement plans report holding a John Hancock fund in their Schedule of Assets, totaling $21.8B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | John Hancock position |
|---|---|---|---|---|---|
| 1 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A MASTER TRUST FOR THE INVESTMENT - INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES, TIP AND THE JOHN HANCOCK SAVINGS AND INVESTMENT PLAN, SIP | BOSTON MA | — | $2.5B | $737.5M |
| 2 | DELL INC. DELL INC. 401(K) PLAN | ROUND ROCK TX | 36,668 | $14.7B | $460.8M |
| 3 | WASTE MANAGEMENT, INC. |
HOUSTON TX |
| 38,168 |
| $4.1B |
| $348.7M |
| 4 | PRISMA HEALTH PRISMA HEALTH RETIREMENT SAVINGS PLAN | GREENVILLE SC | 32,659 | $2.2B | $320.9M |
| 5 | BOARD OF TRUSTEES OF SMW LU NO. 28 ANNUITY FUND SHEET METAL WORKERS LOCAL UNION NO. 28 ANNUITY FUND | MINEOLA NY | 3,683 | $589.6M | $240.8M |
| 6 | BOARD OF TRUSTEES NYSA-ILA MONEY PURCHASE PENSION FUND AND PLAN | JERSEY CITY NJ | 4,643 | $936.2M | $203.0M |
| 7 | ADP TOTALSOURCE GROUP, INC. ADP TOTALSOURCE RETIREMENT SAVINGS PLAN | MIAMI FL | 299,514 | $9.2B | $199.4M |
| 8 | SYNGENTA CROP PROTECTION, INC. SYNGENTA CROP PROTECTION, LLC RETIREE WELFARE PLAN | GREENSBORO NC | 68 | $165.6M | $165.1M |
| 9 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN | MINNEAPOLIS MN | 24,777 | $3.3B | $161.5M |
| 10 | DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND VA | — | $8.3B | $154.2M |
