Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4,945 U.S. retirement plans report holding a John Hancock fund in their Schedule of Assets, totaling $22.2B 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 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 25,713 | $550.4M | $474.4M |
| 3 | DELL INC. |
ROUND ROCK TX |
| 36,668 |
| $14.7B |
| $460.8M |
| 4 | WASTE MANAGEMENT, INC. WASTE MANAGEMENT RETIREMENT SAVINGS PLAN | HOUSTON TX | 38,168 | $4.1B | $348.7M |
| 5 | PRISMA HEALTH PRISMA HEALTH RETIREMENT SAVINGS PLAN | GREENVILLE SC | 32,659 | $2.2B | $320.9M |
| 6 | NOKIA OF AMERICA CORPORATION NOKIA SAVINGS/401(K) PLAN | MURRAY HILL NJ | 7,376 | $9.9B | $293.1M |
| 7 | 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 |
| 8 | BOARD OF TRUSTEES NYSA-ILA MONEY PURCHASE PENSION FUND AND PLAN | JERSEY CITY NJ | 4,643 | $936.2M | $203.0M |
| 9 | ADP TOTALSOURCE GROUP, INC. ADP TOTALSOURCE RETIREMENT SAVINGS PLAN | MIAMI FL | 299,514 | $9.2B | $199.4M |
| 10 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN | MINNEAPOLIS MN | 25,406 | $3.8B | $170.8M |
