Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Jhancock Bond R6 Mutual Funds in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VSMPO-TIRUS US VSMPO-TIRUS US 401(K) PROFIT SHARING PLAN | LEETSDALE PA | 69 | $14.2M | $481K |
| 2 | RED RIVER VALLEY & WESTERN RAILROAD CO. RRVW-TCW INCENTIVE COMPENSATION SAVINGS PLAN | WAHPETON ND | 194 | $44.1M | $475K |
| 3 | SOUTHWEST COLORADO MENTAL HEALTH CENTER, INC. DBA AXIS HEALTH SYSTEM |
DURANGO CO |
| 429 |
| $21.3M |
| $291K |
| 4 | EVERIDGE, INC. EVERIDGE EMPLOYEE 401(K) PLAN | PLYMOUTH MN | 498 | $19.2M | $235K |
| 5 | OAKLAND FINANCIAL SERVICES, INC. OAKLAND FINANCIAL SERVICES, INC. 401(K) PLAN | OAKLAND IA | 124 | $7.3M | $193K |
| 6 | ROHLIG USA, LLC ROHLIG USA, LLC 401(K) PLAN | MOUNT PROSPECT IL | 257 | $12.3M | $136K |
| 7 | I & S GROUP, INC. ISG 401(K) PLAN | MANKATO MN | 497 | $37.4M | $85K |
| 8 | LINCOLN INSTITUTE OF LAND POLICY LINCOLN INSTITUTE OF LAND POLICY 403(B) RETIREMENT PLAN | CAMBRIDGE MA | 171 | $58.0M | $39K |
| 9 | BRADFORD PREPARATORY SCHOOL, INC. BRADFORD PREPARATORY SCHOOL, INC. 401(K) PLAN | CHARLOTTE NC | 193 | $4.8M | $1K |
