Capital Appreciation Value Fund
U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
Plans holding
3
Total parsed position
$48.8M
Data source
Schedule of Assets
Plans holding this fundranked by position size
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | 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 | $24.4M |
| 2 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A THE INVESTMENT-INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES | BOSTON MA | 4,860 | $2.4B | $23.3M |
| 3 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A JOHN HANCOCK SAVINGS AND INVESTMENT PLAN | BOSTON MA | 33 | $116.3M | $1.1M |