Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding John Hancock Life Insurance Company (U.S.A.)* Vanguard Mid-Cap Value ETF 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 | UNIVERSAL FIELD SERVICES, INC. 401(K) SAVINGS PLAN AND TRUST OF UNIVERSAL FIELD SERVICES, INC. | TULSA OK | 305 | $19.5M | $374K |
| 2 | WICO METAL PRODUCTS COMPANY WICO METAL PRODUCTS 401(K) PLAN | WARREN MI | 280 | $15.1M | $337K |
| 3 | DYNAMIC HUMAN RESOURCES, INC. |
AUBURN HILLS MI |
| 3,252 |
| $69.3M |
| $266K |
| 4 | HATFIELD AND COMPANY, INC. HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 141 | $19.4M | $253K |
| 5 | REI HOLDING COMPANY REI HOLDING COMPANY FORMERLY RESIDENTIAL ELEVATORS, INC. 401(K) PLAN | TALLAHASSEE FL | 273 | $10.8M | $229K |
| 6 | TULSA CHRISTIAN EDUCATION CORPORATION METRO CHRISTIAN ACADEMY 401(K) PLAN | TULSA OK | 202 | $6.2M | $187K |
| 7 | RASTELLI BROTHERS, INC. RASTELLI BROTHERS, INC. 401(K) SALARY REDUCTION PLAN | SWEDESBORO NJ | 675 | $18.6M | $155K |
| 8 | MIKART, LLC MIKART 401(K) PLAN | ATLANTA GA | 235 | $29.1M | $142K |
| 9 | MUDD, INC. MUDD, INC. 401(K) PLAN | CEDAR FALLS IA | 98 | $19.8M | $119K |
| 10 | FEHRER AUTOMOTIVE NORTH AMERICA, LLC FEHRER AUTOMOTIVE NORTH AMERICA, LLC 401(K) PLAN | DUNCAN SC | 876 | $13.7M | $98K |
