Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding John Hancock Life Insurance Company American Funds 2065 TD in their Schedule of Assets, totaling $2.2M 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 | B2B INDUSTRIAL PACKAGING B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN | ADDISON IL | 547 | $24.2M | $716K |
| 2 | ZULLAS, LC CAFE ZUPAS EMPLOYEE RETIREMENT PLAN | SANDY UT | 538 | $3.9M | $406K |
| 3 | TRANSLATIONAL DRUG DEVELOPMENT, LLC TD2 401(K) PLAN |
SCOTTSDALE AZ |
| 167 |
| $13.5M |
| $319K |
| 4 | MIDWEST ENGINEERED SYSTEMS, INC. MIDWEST ENGINEERED SYSTEMS GROUP 401(K) PLAN | WAUKESHA WI | 152 | $15.0M | $270K |
| 5 | 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 | $123K |
| 6 | TRAFFIX DEVICES, INC. TRAFFIX 401(K) PLAN | SAN CLEMENTE CA | 296 | $14.1M | $112K |
| 7 | B2B INDUSTRIAL PACKAGING B2B INDUSTRIAL PACKAGING 401(K) RETIREMENT PLAN | ADDISON IL | 345 | $11.2M | $91K |
| 8 | P & S PAVING, INC. P & S PAVING, INC. 401(K) PROFIT SHARING PLAN | DAYTONA BEACH FL | 252 | $7.7M | $81K |
| 9 | SCITEC, INC. SCITEC, INC. 401(K) RETIREMENT PLAN | PRINCETON NJ | 385 | $60.4M | $33K |
| 10 | LIGHTHOUSE LIVING SERVICES LIGHTHOUSE LIVING SERVICES 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 149 | $2.5M | $31K |
