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 (U.S.A.)* JH Multimanager Moderate LS in their Schedule of Assets, totaling $4.3M 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 | IDS REAL ESTATE GROUP IDS REAL ESTATE GROUP 401K PLAN | LOS ANGELES CA | 136 | $31.2M | $1.7M |
| 2 | SAFE 1 CREDIT UNION SAFE 1 CREDIT UNION 401(K) PROFIT SHARING PLAN | BAKERSFIELD CA | 116 | $18.2M | $947K |
| 3 | MUDD, INC. MUDD, INC. 401(K) PLAN |
| 98 |
| $19.8M |
| $457K |
| 4 | KNIGHT ERGONOMICS, LTD. KNIGHT INDUSTRIES & ASSOCIATES, INC. 401(K) PLAN | AUBURN HILLS MI | 258 | $18.0M | $351K |
| 5 | IOWA ROTOCAST PLASTICS, INC. IOWA ROTOCAST PLASTICS, INC. 401(K) PLAN | DECORAH IA | 177 | $18.0M | $255K |
| 6 | R & R INSURANCE SERVICES, INC. R & R INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 213 | $58.6M | $245K |
| 7 | UNIVERSAL FIELD SERVICES, INC. 401(K) SAVINGS PLAN AND TRUST OF UNIVERSAL FIELD SERVICES, INC. | TULSA OK | 305 | $19.5M | $161K |
| 8 | GRAY ELECTRIC CO GRAY & SKYLER ELECTRIC COMPANIES 401K PLAN | GRASS VALLEY CA | 203 | $7.5M | $98K |
| 9 | RASSINI INTERNATIONAL, INC. RASSINI 401K PLAN | PLYMOUTH MI | 132 | $20.0M | $80K |
| 10 | LEWISBURG PRINTING, LLC DIAL PACKAGING 401K PLAN | LEWISBURG TN | 275 | $18.9M | $16K |
