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 Capital World Growth & Income in their Schedule of Assets, totaling $1.1M 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 | LONE STAR NATIONAL BANCSHARES-TEXAS, INC LONE STAR NATIONAL BANCSHARES-TEXAS, INC EMPLOYEE STOCK OWNERSHIP PLAN | MCALLEN TX | 634 | $36.5M | $265K |
| 2 | R.J. NOBLE COMPANY RJ NOBLE & AFFILIATED COMPANIES 401(K) PROFIT SHARING PLAN | ORANGE CA | 105 | $23.9M | $247K |
| 3 | FARMERS BANK AND TRUST COMPANY |
MARION KY |
| 89 |
| $18.1M |
| $227K |
| 4 | UNIVERSAL HEALTHCARE MANAGEMENT UHM RAINY DAY FUND | CHICAGO IL | 1,361 | $5.3M | $112K |
| 5 | LABADIE AUTO COMPANY LABADIE AUTO COMPANY 401(K) PLAN | BAY CITY MI | 139 | $8.6M | $65K |
| 6 | PRIMEPAY, LLC PRIMEPAY, LLC 401(K) PROFIT SHARING PLAN | WEST CHESTER PA | 326 | $23.0M | $64K |
| 7 | QUASAR ENERGY SERVICES, INC. QUASAR ENERGY SERVICES, INC. 401(K) PLAN | GAINESVILLE TX | 161 | $9.8M | $46K |
| 8 | AERMOR, LLC AERMOR 401(K) PLAN 002 | VIRGINIA BEACH VA | 234 | $9.8M | $27K |
| 9 | SHEPARD STEEL CO., INC. SHEPARD STEEL CO., INC. SECTION 401(K) PROFIT SHARING PLAN | HARTFORD CT | 81 | $14.1M | $4K |
| 10 | PRINCIPLED DYNAMICS PRINCIPLED DYNAMICS 401(K) PLAN | HOLLAND OH | 64 | $4.5M | $3K |
