Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding John Hancock Balanced Fund " in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN | PRINCETON NJ | 154 | $68.8M | $3.0M |
| 2 | LA SEMICONDUCTOR LLC LA SEMI 401(K) PLAN | POCATELLO ID | 380 | $36.7M | $1.2M |
| 3 | AMERICAN BROADBAND HOLDING COMPANY AMERICAN BROADBAND 401(K) PLAN |
OVERLAND PARK KS |
| 212 |
| $33.6M |
| $1.1M |
| 4 | VEROS TECHNOLOGIES, LLC VEROS TECHNOLOGIES, LLC 401(K) PLAN | RESTON VA | 124 | $18.6M | $137K |
| 5 | ADVEX CORPORATION ADVEX CORPORATION EMPLOYEE PROFIT SHARING RETIREMENT PLAN | HAMPTON VA | 109 | $5.0M | $130K |
| 6 | COHESIVE HEALTHCARE MANAGEMENT & CONSULTING LLC COHESIVE 401(K) PLAN | SHAWNEE OK | 445 | $5.1M | $64K |
| 7 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 647 | $60.2M | $2K |
