Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock Life Ins. Co. Strategic Income Opportunity Fund in their Schedule of Assets, totaling $597K 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 | MARIGOLD GROUP, INC. MARIGOLD 401(K) PLAN | NASHVILLE TN | 475 | $76.7M | $403K |
| 2 | EMMA, INC. MARIGOLD 401(K) PLAN | NASHVILLE TN | 345 | $31.3M | $194K |
