Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding John Hancock John Hancock Balanced Fund in their Schedule of Assets, totaling $259K 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 | STAR INC., LIGHTING THE WAY STAR INC., LIGHTING THE WAY 401(K) PLAN | NORWALK CT | 194 | $7.4M | $120K |
| 2 | 3P PROCESSING LLC 3P PROCESSING LLC 401(K) PLAN | WICHITA KS | 175 | $5.0M | $48K |
| 3 | PAW ASSOCIATES LLC PAW ASSOCIATES LLC 401(K) PLAN |
HANOVER PA |
| 376 |
| $7.6M |
| $47K |
| 4 | NEW YORK COUNTY DEFENDER SERVICES NEW YORK COUNTY DEFENDER SERVICES PROFIT SHARING PLAN | NEW YORK NY | 143 | $14.4M | $39K |
| 5 | DOUBLE D EXPRESS, INC. DOUBLE D EXPRESS, INC. RETIREMENT SAVINGS PLAN | PERU IL | 108 | $3.9M | $5K |