Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding John Hancock Life Ins. Co. Real Estate Securities Fund in their Schedule of Assets, totaling $587K 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 | THE JAEB CENTER FOR HEALTH RESEARCH, INC. THE JAEB CENTER FOR HEALTH RESEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA FL | 173 | $35.8M | $398K |
| 2 | HACI MECHANICAL CONTRACTORS, INC. HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN | PHOENIX AZ | 197 | $12.8M | $136K |
| 3 | PARK SQUARE ENTERPRISES, INC. |
ORLANDO FL |
| 171 |
| $11.1M |
| $29K |
| 4 | JAMES EDWARD & COMPANIES, INC. JAMES EDWARD & COMPANIES, INC. 401(K) PLAN | HOUSTON TX | 383 | $9.2M | $17K |
| 5 | EXCLUSIVE WIRELESS, INC, EXCLUSIVE WIRELESS, INC. 401(K) PLAN | FRESNO CA | 321 | $5.4M | $7K |
