Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding John Hancock Funds Multi-Index 2050 Lifetime Portfolio Class R6 Mutual Fund in their Schedule of Assets, totaling $700K 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 | BEDFORD MACHINE AND TOOL, INC. CAP GROUP 401K PLAN | BEDFORD IN | 267 | $7.5M | $700K |
