Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock Balanced Fund N/R in their Schedule of Assets, totaling $872K 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 | TEL HAI RETIREMENT COMMUNITY TEL HAI RETIREMENT COMMUNITY 401(K) PLAN | HONEY BROOK PA | 300 | $15.4M | $821K |
| 2 | FIRST CITIZENS COMMUNITY BANK FIRST CITIZENS COMMUNITY BANK PROFIT SHARING PLAN | MANSFIELD PA | 407 | $43.0M | $51K |
