Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding John Hancock American Balanced in their Schedule of Assets, totaling $2.4M 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 | ADCS CLINICS, LLC, DBA ADVANCED DERMATOLOGY AND COSMETIC SURGERY ADCS CLINICS, LLC, 401(K) RETIREMENT PLAN | MAITLAND FL | 2,930 | $65.4M | $1.2M |
| 2 | MARQUARDT MEMORIAL MANOR, INC. MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN | WATERTOWN WI | 1,024 | $17.8M | $479K |
| 3 | H & M WAGNER & SONS, INC. H & M WAGNER & SONS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST | GLEN BURNIE MD | 128 | $10.4M | $372K |
| 4 | PAPER TRANSPORT HOLDINGS, LLC PAPER TRANSPORT 401(K) PLAN | DE PERE WI | 791 | $20.3M | $266K |
| 5 | S.H. TEVIS & SON INC. S.H. TEVIS & SON, INC. EMPLOYEES' 401K PROFIT SHARING PLAN | WESTMINSTER MD | 235 | $14.2M | $51K |
