Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Company Balanced Portfolio * John Hancock Life Insurance John Hancock Multi-Index Lifestyle N/R in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLEARVISION OPTICAL COMPANY, INC. CLEARVISION OPTICAL COMPANY, INC. 401(K) PROFIT SHARING PLAN | HAUPPAUGE NY | 136 | $10.2M | $3.0M |
