Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding John Hancock Life Insurance Company Lifestyle Balanced in their Schedule of Assets, totaling $2.7M 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 | FIDELITY BAN CORPORATION FIDELITY BAN CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | INDEPENDENCE IA | 128 | $28.3M | $1.2M |
| 2 | FAMILY HEALTH CENTERS FAMILY HEALTH CENTERS 401(K) PLAN | OKANOGAN WA | 243 | $5.0M | $752K |
| 3 | ARD LOGISTICS, LLC ARD LOGISTICS, LLC 401K PLAN |
DULUTH GA |
| 765 |
| $4.6M |
| $709K |
| 4 | LUMBER ONE HOME CENTER OF STUTTGART, INC. LUMBER ONE PROFIT SHARING PLAN | STUTTGART AR | 160 | $5.7M | $114K |
