Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding John Hancock Life Insurance Company (U.S.A.) Capital World Growth & Income in their Schedule of Assets, totaling $1.0M 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 | REI HOLDING COMPANY REI HOLDING COMPANY FORMERLY RESIDENTIAL ELEVATORS, INC. 401(K) PLAN | TALLAHASSEE FL | 273 | $10.8M | $888K |
| 2 | SAADIA GROUP, LLC SAADIA GROUP 401K RETIREMENT PLAN | BRIDGEWATER NJ | 177 | $2.8M | $41K |
| 3 | DATABANK IMX LLC DATABANK IMX LLC 401(K) PLAN |
HUNTINGDON VALLEY PA |
| 459 |
| $25.2M |
| $30K |
| 4 | DUSTEX LLC LDX SOLUTIONS 401(K) PLAN | KENNESAW GA | 249 | $21.5M | $29K |
| 5 | RASTELLI BROTHERS, INC. RASTELLI BROTHERS, INC. 401(K) SALARY REDUCTION PLAN | SWEDESBORO NJ | 675 | $18.6M | $15K |
| 6 | R & R INSURANCE SERVICES, INC. R & R INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 213 | $58.6M | $8K |
| 7 | AGILE SOURCING PARTNERS, INC. AGILE SOURCING PARTNERS, INC. RETIREMENT PLAN | CORONA CA | 91 | $5.2M | $5K |
