Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock Retirement Living 2040 in their Schedule of Assets, totaling $1.8M 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 | ELDERSPAN MANAGEMENT, LLC ELDERSPAN MANAGEMENT, LLC PROFIT SHARING PLAN | MADISON WI | 263 | $7.7M | $1.3M |
| 2 | HORNWOOD, INC. HORNWOOD RETIREMENT PLAN | LILESVILLE NC | 197 | $6.5M | $540K |
