Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding John Hancock Multi-Index 2055 Preservation Fund Pooled separate account in their Schedule of Assets, totaling $863K 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 | MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN | PHOENIX AZ | 951 | $14.6M | $863K |
