Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding John Hancock Lifetime Blend 2030 Cit R2 in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RKD GROUP, LLC RKD GROUP, LLC 401(K) PLAN | PLANO TX | 480 | $38.8M | $2.5M |
| 2 | KOTACO FUELS, INC. KOTACO FUELS, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 199 | $4.6M | $909K |
| 3 | CRITICAL SYSTEMS, INC. CRITICAL SYSTEMS, INC. 401(K) PLAN |
LEOMINSTER MA |
| 121 |
| $4.1M |
| $751K |
| 4 | GLOBAL FACILITY MANAGEMENT & CONSTRUCTION, INC. GLOBAL FACILITY MANAGEMENT & CONSTRUCTION 401(K) PROFIT SHARING PLAN | MELVILLE NY | 112 | $8.7M | $641K |
| 5 | TOTAL EMPLOYEE LEASING, INC. TOTAL EMPLOYEE LEASING 401(K) PLAN | PENSACOLA FL | 380 | $6.4M | $373K |
| 6 | MOSS HOLDING COMPANY MOSS HOLDING COMPANY 401(K) PLAN | FRANKLIN PARK IL | 226 | $14.5M | $358K |
| 7 | DISC VILLAGE, INC. 401(K) PROFIT SHARING PLAN FOR DISC VILLAGE, INC. | TALLAHASSEE FL | 174 | $6.0M | $125K |
| 8 | PARTNERS SENIOR LIVING OPTIONS, LLC PARTNERS SENIOR LIVING OPTIONS EMPLOYEE RETIREMENT PLAN | ROYALTON MN | 349 | $5.6M | $75K |
