Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding John Hancock Funds John Hancock 2040 Lifetime Blend Portfolio in their Schedule of Assets, totaling $473K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GIVENS GROUP, INC. GIVENS 401(K) SAVINGS AND RETIREMENT PLAN | CHESAPEAKE VA | 331 | $21.9M | $473K |
