Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding John Hancock Life Insurance Company American Funds 2040 Target Date in their Schedule of Assets, totaling $143K 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 | PERFORMANCE MARKETING HOLDINGS LLC PERFORMANCE MARKETING 401(K) RETIREMENT SAVINGS PLAN | BURLINGTON MA | 211 | $7.7M | $143K |
