Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding John Hancock American Balanced Fund - in their Schedule of Assets, totaling $8.0M 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 | PARKER TOWING COMPANY, INC. PARKER TOWING COMPANY, INC. 401(K) PROFIT SHARING PLAN | TUSCALOOSA AL | 451 | $45.0M | $3.3M |
| 2 | JF ACQUISTION, LLC JF ACQUISITION, LLC 401(K) PLAN | MORRISVILLE NC | 1,410 | $67.5M | $728K |
| 3 | THE DUQUESNE CLUB THE DUQUESNE CLUB 401(K) PLAN |
PITTSBURGH PA |
| 161 |
| $9.2M |
| $695K |
| 4 | WILLIAMS-KEEPERS LLC WILLIAMS-KEEPERS LLC 401(K) PLAN | COLUMBIA MO | 121 | $29.9M | $491K |
| 5 | TOBIN LUCKS, LLP TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN | WEST HILLS CA | 137 | $24.5M | $397K |
| 6 | AFFILIATED FOODS, INC. AFFILIATED FOODS, INC. PROFIT SHARING PLAN | AMARILLO TX | 928 | $50.4M | $374K |
| 7 | NORTHWEST GEORGIA ONCOLOGY CENTERS, P.C. NORTHWEST GEORGIA ONCOLOGY CENTERS, P.C. 401(K) PLAN | MARIETTA GA | 150 | $35.4M | $292K |
| 8 | TENEO HOLDINGS LLC TENEO HOLDINGS LLC 401(K) PLAN | NEW YORK NY | 357 | $71.0M | $279K |
| 9 | HARRIS & BRUNO INTERNATIONAL HARRIS & BRUNO INTERNATIONAL 401(K) PROFIT SHARING PLAN | ROSEVILLE CA | 132 | $7.0M | $272K |
| 10 | SERVBANK SERVBANK 401(K) PROFIT SHARING PLAN | OSWEGO IL | 529 | $31.1M | $235K |
