Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding John Hancock Lifestyle Balanced Fund - in their Schedule of Assets, totaling $8.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SWIDERSKI EQUIPMENT, INC. SWIDERSKI EQUIPMENT, INC. SAVINGS AND RETIREMENT PLAN | LITTLE CHUTE WI | 153 | $13.5M | $2.8M |
| 2 | CROWN CONSULTING, INC. CROWN CONSULTING, INC. 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 207 | $25.8M | $1.7M |
| 3 | VIDA SHOES INTERNATIONAL |
NEW YORK NY |
| 186 |
| $28.7M |
| $1.5M |
| 4 | BRADLEY COMPANY, LLC BRADLEY COMPANY, LLC 401(K) PLAN | INDIANAPOLIS IN | 191 | $6.8M | $1.2M |
| 5 | JIM COLEMAN TOYOTA, INC. COLEMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | BETHESDA MD | 261 | $10.1M | $478K |
| 6 | SPARKSOFT CORPORATION SPARKSOFT CORPORATION 401(K) PLAN | CATONSVILLE MD | 328 | $16.7M | $476K |
| 7 | GBC CONCRETE & MASONRY CONSTRUCTION INC. GBC CONCRETE & MASONRY CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | LAKE ELSINORE CA | 171 | $3.1M | $180K |
