Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock Life Insurance Co. (U.S.A.) American Funds 2035 TD in their Schedule of Assets, totaling $11.7M 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 | YOUNGSTOWN ORTHOPAEDIC ASSOCIATES, LTD YOUNGSTOWN ORTHOPAEDIC ASSOCIATES LTD 401(K) PROFIT SHARING PLAN | YOUNGSTOWN OH | 105 | $28.7M | $10.6M |
| 2 | T.A. SYSTEMS, INC. T A SYSTEMS, INC. INTEGRATED 401 (K) PROFIT SHARING PLAN | ROCHESTER HILLS MI | 107 | $15.0M | $1.1M |
