Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding John Hancock Life Insurance Company American Funds 2060 TD in their Schedule of Assets, totaling $3.9M 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 | TRANSLATIONAL DRUG DEVELOPMENT, LLC TD2 401(K) PLAN | SCOTTSDALE AZ | 167 | $13.5M | $800K |
| 2 | ZULLAS, LC CAFE ZUPAS EMPLOYEE RETIREMENT PLAN | SANDY UT | 538 | $3.9M | $745K |
| 3 | MIDWEST ENGINEERED SYSTEMS, INC. MIDWEST ENGINEERED SYSTEMS GROUP 401(K) PLAN |
WAUKESHA WI |
| 152 |
| $15.0M |
| $648K |
| 4 | LEVIN, PAPANTONIO, PROCTOR, BUCHANAN, O'BRIEN, BARR & MOUGEY, P.A. LEVIN PAPANTONIO ET. AL. PA 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 172 | $32.9M | $495K |
| 5 | B2B INDUSTRIAL PACKAGING B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN | ADDISON IL | 547 | $24.2M | $434K |
| 6 | TRAFFIX DEVICES, INC. TRAFFIX 401(K) PLAN | SAN CLEMENTE CA | 296 | $14.1M | $412K |
| 7 | P & S PAVING, INC. P & S PAVING, INC. 401(K) PROFIT SHARING PLAN | DAYTONA BEACH FL | 252 | $7.7M | $171K |
| 8 | PRO COMPUTER SERVICE, LLC PRO COMPUTER SERVICE 401(K) PLAN | MOORESTOWN NJ | 196 | $4.4M | $167K |
| 9 | B2B INDUSTRIAL PACKAGING B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN | ADDISON IL | 345 | $11.2M | $38K |
| 10 | LIGHTHOUSE LIVING SERVICES LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 149 | $2.5M | $19K |
