Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding John Hancock Invesco Small Cap Growth - in their Schedule of Assets, totaling $4.2M 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 | TENEO HOLDINGS LLC TENEO HOLDINGS LLC 401(K) PLAN | NEW YORK NY | 357 | $71.0M | $680K |
| 2 | HERTRICH FAMILY OF AUTOMOBILE DEALERS HERTRICH FAMILY OF AUTOMOBILE DEALERS 401 (K) PLAN | SEAFORD DE | 915 | $41.8M | $625K |
| 3 | DANVILLE METAL STAMPING COMPANY, INC. DANVILLE METAL STAMPING COMPANY, INC. EMPLOYEES' SAVINGS PLAN |
DANVILLE IL |
| 348 |
| $22.9M |
| $375K |
| 4 | PRESTON MANAGEMENT, INC. PRESTON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | NEW CASTLE PA | 370 | $22.2M | $275K |
| 5 | CAROLINA WHOLESALE GROUP, INC. CAROLINA WHOLESALE GROUP 401(K) PLAN | WAUKEGAN IL | 165 | $22.0M | $232K |
| 6 | TRIANGLE AUTO CENTER, INC. CRAIG ZINN AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN | HOLLYWOOD FL | 804 | $35.5M | $197K |
| 7 | BOUVIER BECKWITH & LENNOX, INC. BOUVIER BECKWITH & LENNOX, INC. 401(K) PLAN | WEST HARTFORD CT | 142 | $16.9M | $181K |
| 8 | FNB COMMUNITY BANK SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF FNB COMMUNITY BANK | MIDWEST CITY OK | 130 | $23.5M | $161K |
| 9 | JF ACQUISTION, LLC JF ACQUISITION, LLC 401(K) PLAN | MORRISVILLE NC | 1,410 | $67.5M | $133K |
| 10 | RHG CONSOLIDATED, LLC RHG CONSOLIDATED, LLC 401(K) PLAN | KANSAS CITY MO | 418 | $11.2M | $129K |
