Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding John Hancock Lifestyle Balanced - in their Schedule of Assets, totaling $28.9M 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 | AFFILIATED FOODS, INC. AFFILIATED FOODS, INC. PROFIT SHARING PLAN | AMARILLO TX | 928 | $50.4M | $17.6M |
| 2 | GERKEN MATERIALS, INC. GERKEN RETIREMENT SAVINGS PLAN | NAPOLEON OH | 334 | $31.0M | $3.3M |
| 3 | FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE FAMILY GUIDANCE CENTER FOR BEHAVIORAL HEALTHCARE PROFIT SHARING PLAN AND TRUST |
ST. JOSEPH MO |
| 201 |
| $6.1M |
| $2.7M |
| 4 | DANVILLE METAL STAMPING COMPANY, INC. DANVILLE METAL STAMPING COMPANY, INC. EMPLOYEES' SAVINGS PLAN | DANVILLE IL | 348 | $22.9M | $2.4M |
| 5 | DYNAMIC DESIGN ENGINEERING, INC. DBA CJL ENGINEERING CJL ENGINEERING 401(K) PROFIT SHARING PLAN | MOON TOWNSHIP PA | 136 | $17.9M | $1.4M |
| 6 | CARR AUTO GROUP, INC. CARR AUTO GROUP 401(K) RETIREMENT PLAN | BEAVERTON OR | 259 | $22.7M | $572K |
| 7 | GQ INVESTMENTS, LLC FINE ART LAMPS 401(K) PLAN | HIALEAH FL | 100 | $5.3M | $413K |
| 8 | HORNWOOD, INC. HORNWOOD RETIREMENT PLAN | LILESVILLE NC | 197 | $6.5M | $162K |
| 9 | EXPEDITORS & PRODUCTION SERVICES CO. EXPEDITORS & PRODUCTION SERVICES CO., INC. 401(K) PROFIT SHARING PLAN | LAFAYETTE LA | 155 | $4.2M | $160K |
| 10 | DS CONTAINERS, INC. DS CONTAINERS, INC. 401(K) PROFIT SHARING PLAN | BATAVIA IL | 365 | $27.4M | $110K |
