Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding John Hancock Balanced Fund Mutual fund in their Schedule of Assets, totaling $1.1M 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 | BURO HAPPOLD CONSULTING ENGINEERS, INC. BURO HAPPOLD RETIREMENT PLAN | NEW YORK NY | 406 | $51.6M | $372K |
| 2 | RUSHLIGHT ASSETS, INC. RUSHLIGHT ASSETS, INC. 401(K) PLAN | MIAMIMSBURG OH | 137 | $18.2M | $244K |
| 3 | HELLER CAPITAL GROUP, LLC HELLER CAPITAL GROUP, LLC 401K PLAN |
LANCASTER PA |
| 120 |
| $7.8M |
| $237K |
| 4 | CORNERSTONE RESEARCH GROUP, INC. CORNERSTONE RESEARCH GROUP, INC. 401(K) PLAN | MIAMIMSBURG OH | 119 | $15.1M | $191K |
| 5 | PANOLAM INDUSTRIES INTERNATIONAL PANOLAM INDUSTRIES INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN | SHELTON CT | 411 | $38.2M | $105K |
