Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding John Hancock Opportunistic Fixed Income - in their Schedule of Assets, totaling $908K 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 | WAIALAE COUNTRY CLUB WAIALAE COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 133 | $11.4M | $266K |
| 2 | CARR AUTO GROUP, INC. CARR AUTO GROUP 401(K) RETIREMENT PLAN | BEAVERTON OR | 259 | $22.7M | $101K |
| 3 | CLINIPACE INC CLINIPACE INC. 401(K) PROFIT SHARING PLAN |
RALEIGH NC |
| 363 |
| $38.4M |
| $87K |
| 4 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $79K |
| 5 | DIRECTIONS CREDIT UNION DIRECTIONS CREDIT UNION 401(K) PLAN AND TRUST | TOLEDO OH | 253 | $18.8M | $62K |
| 6 | DAS NORTH AMERICA, INC. DAS NORTH AMERICA, INC. 401(K) PLAN | MONTGOMERY AL | 394 | $3.8M | $52K |
| 7 | SEARCH FOR CHANGE, INC. SEARCH FOR CHANGE, INC. 401K PLAN | VALHALLA NY | 112 | $6.3M | $51K |
| 8 | BEARINGS & DRIVES UNLIMITED, INC. BEARING & DRIVE SOLUTION 401(K) RETIREMENT PLAN | SOUDERTON PA | 255 | $28.1M | $48K |
| 9 | HUGHES FEDERAL CREDIT UNION HUGHES FEDERAL CREDIT UNION 401(K) PLAN | TUCSON AZ | 289 | $27.5M | $44K |
| 10 | PARKER TOWING COMPANY, INC. PARKER TOWING COMPANY, INC. 401(K) PROFIT SHARING PLAN | TUSCALOOSA AL | 451 | $45.0M | $42K |
