Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding John Hancock Bond Trust/MA Mutual funds in their Schedule of Assets, totaling $24.2M 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 | HAWAII LABORERS' ANNUITY FUND HAWAII LABORERS' ANNUITY FUND | HONOLULU HI | 3,391 | $302.4M | $18.9M |
| 2 | HAWAII LABORERS' HEALTH & WELFARE FUND HAWAII LABORERS' HEALTH & WELFARE FUND | HONOLULU HI | 2,523 | $137.9M | $2.8M |
| 3 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN |
NEW YORK NY |
| 977 |
| $126.9M |
| $1.9M |
| 4 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 1,183 | $85.5M | $600K |
