Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding John Hancock Life Insurance Company (U.S.A.)* JH Multimanager Balanced LS in their Schedule of Assets, totaling $21.5M 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 | R & R INSURANCE SERVICES, INC. R & R INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 213 | $58.6M | $6.5M |
| 2 | SAFE 1 CREDIT UNION SAFE 1 CREDIT UNION 401(K) PROFIT SHARING PLAN | BAKERSFIELD CA | 116 | $18.2M | $3.4M |
| 3 | IDS REAL ESTATE GROUP IDS REAL ESTATE GROUP 401K PLAN |
LOS ANGELES CA |
| 136 |
| $31.2M |
| $2.8M |
| 4 | RASSINI INTERNATIONAL, INC. RASSINI 401K PLAN | PLYMOUTH MI | 132 | $20.0M | $2.3M |
| 5 | GRAY ELECTRIC CO GRAY & SKYLER ELECTRIC COMPANIES 401K PLAN | GRASS VALLEY CA | 203 | $7.5M | $1.5M |
| 6 | KNIGHT ERGONOMICS, LTD. KNIGHT INDUSTRIES & ASSOCIATES, INC. 401(K) PLAN | AUBURN HILLS MI | 258 | $18.0M | $1.3M |
| 7 | REILLY CONSTRUCTION COMPANY, INC. REILLY CONSTRUCTION EMPLOYEES SALARY SAVINGS PLAN AND TRUST | OSSIAN IA | 182 | $17.4M | $1.2M |
| 8 | MUDD, INC. MUDD, INC. 401(K) PLAN | CEDAR FALLS IA | 98 | $19.8M | $705K |
| 9 | IOWA ROTOCAST PLASTICS, INC. IOWA ROTOCAST PLASTICS, INC. 401(K) PLAN | DECORAH IA | 177 | $18.0M | $561K |
| 10 | SKYVIEW COOLING COMPANY SKYVIEW COOLING COMPANY 401(K) PROFIT SHARING PLAN | YUMA AZ | 707 | $17.7M | $432K |
