Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding John Hancock Fundamental All Cap Core Fund - in their Schedule of Assets, totaling $3.7M 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 | CARR AUTO GROUP, INC. CARR AUTO GROUP 401(K) RETIREMENT PLAN | BEAVERTON OR | 259 | $22.7M | $1.9M |
| 2 | CROWN CONSULTING, INC. CROWN CONSULTING, INC. 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 207 | $25.8M | $279K |
| 3 | RALEIGH NEUROLOGY ASSOCIATES, P.A. RALEIGH NEUROLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN |
RALEIGH NC |
| 217 |
| $52.9M |
| $260K |
| 4 | WILLIAMS-KEEPERS LLC WILLIAMS-KEEPERS LLC 401(K) PLAN | COLUMBIA MO | 121 | $29.9M | $251K |
| 5 | BAKER'S BURGERS, INC BAKER'S BURGERS, INC. PROFIT SHARING 401(K) PLAN | RIVERSIDE CA | 473 | $15.6M | $177K |
| 6 | FNB COMMUNITY BANK SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF FNB COMMUNITY BANK | MIDWEST CITY OK | 130 | $23.5M | $151K |
| 7 | HUGHES FEDERAL CREDIT UNION HUGHES FEDERAL CREDIT UNION 401(K) PLAN | TUCSON AZ | 289 | $27.5M | $114K |
| 8 | PUNA PLANTATION HAWAII, LTD. KTA SUPER STORES 401(K) PROFIT SHARING PLAN | HILO HI | 518 | $35.4M | $113K |
| 9 | DUFRY AMERICA, LLC DUFRY AMERICA, LLC 401(K)PLAN | MIAMI FL | 207 | $9.3M | $112K |
| 10 | ESP, INC. ESP, INC. 401(K) PLAN | ORLANDO FL | 227 | $8.9M | $107K |
