Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock Lifestyle Fund - Conservative Portfolio in their Schedule of Assets, totaling $168K 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 | WAIALAE COUNTRY CLUB WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 133 | $11.4M | $147K |
| 2 | AVIVA METALS, INC. AVIVA METALS, INC. RETIREMENT PLAN AND TRUST | HOUSTON TX | 158 | $15.6M | $20K |
