Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding John Hancock New York DFA U.S. Small Cap Fund in their Schedule of Assets, totaling $425K 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 | SEFAR INC. SEFAR 401(K) PLAN | DEPEW NY | 164 | $23.6M | $281K |
| 2 | ALBA WHEELS UP INTERNATIONAL, LLC ALBA WHEELS UP INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN | VALLEY STREAM NY | 0 | $0 | $85K |
| 3 | TOUTON HOLDINGS, LTD TOUTON HOLDINGS, LTD 401(K) PLAN |
NEW YORK NY |
| 258 |
| $17.1M |
| $59K |
