Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding John Hancock AF American balanced fund in their Schedule of Assets, totaling $3.3M 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 | BOUVIER BECKWITH & LENNOX, INC. BOUVIER BECKWITH & LENNOX, INC. 401(K) PLAN | WEST HARTFORD CT | 142 | $16.9M | $637K |
| 2 | FNB COMMUNITY BANK SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF FNB COMMUNITY BANK | MIDWEST CITY OK | 130 | $23.5M | $513K |
| 3 | AUDIO ENHANCEMENT, INC. |
BLUFFDALE UT |
| 209 |
| $12.5M |
| $415K |
| 4 | DS CONTAINERS, INC. DS CONTAINERS, INC. 401(K) PROFIT SHARING PLAN | BATAVIA IL | 365 | $27.4M | $325K |
| 5 | NAPPEN & ASSOCIATES NAPPEN 401(K) RETIREMENT PLAN | MONTGOMERYVILLE PA | 98 | $12.2M | $244K |
| 6 | REDWITZ, INC. REDWITZ BUSINESS SOLUTIONS EMPLOYEES' 401(K) PLAN | IRVINE CA | 155 | $14.3M | $202K |
| 7 | TRIANGLE AUTO CENTER, INC. CRAIG ZINN AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN | HOLLYWOOD FL | 804 | $35.5M | $169K |
| 8 | LIONETTI ASSOCIATES LLC LIONETTI ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST | ELIZABETH NJ | 133 | $12.2M | $152K |
| 9 | SAFEWORK, INC. SAFEWORK, INC. 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 104 | $7.1M | $135K |
| 10 | THE KEYES COMPANY THE KEYES COMPANY 401(K) PROFIT SHARING PLAN | MIAMI FL | 175 | $7.7M | $132K |
