Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding John Hancock Dfa U.S. Small Cap Fund in their Schedule of Assets, totaling $3.2M 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 | WEIMER BEARING & TRANSMISSION, INC. WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN | GERMANTOWN WI | 375 | $63.2M | $1.3M |
| 2 | HERTRICH FAMILY OF AUTOMOBILE DEALERS HERTRICH FAMILY OF AUTOMOBILE DEALERS 401 (K) PLAN | SEAFORD DE | 915 | $41.8M | $600K |
| 3 | HIGHLANDS ONCOLOGY GROUP, P.A. |
SPRINGDALE AR |
| 740 |
| $54.0M |
| $303K |
| 4 | SIMCORP USA INC. SIMCORP USA INC. 401(K) PLAN | NEW YORK NY | 131 | $30.4M | $153K |
| 5 | THE KEYES COMPANY THE KEYES COMPANY 401(K) PROFIT SHARING PLAN | MIAMI FL | 175 | $7.7M | $134K |
| 6 | INTERIOR OFFICE SOLUTIONS, INC. INTERIOR OFFICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 142 | $7.9M | $127K |
| 7 | BART & ASSOCIATES, LLC B&A 401(K) PLAN | MCLEAN VA | 152 | $20.5M | $100K |
| 8 | PUNA PLANTATION HAWAII, LTD. KTA SUPER STORES 401(K) PROFIT SHARING PLAN | HILO HI | 518 | $35.4M | $79K |
| 9 | TEMEG HOLDINGS, INC. TEMEG HOLDINGS, INC. RETIREMENT SAVINGS PLAN | HUDSON OH | 342 | $12.1M | $52K |
| 10 | LIONETTI ASSOCIATES LLC LIONETTI ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST | ELIZABETH NJ | 133 | $12.2M | $50K |
