Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding John Hancock** Small Cap Value Fund in their Schedule of Assets, totaling $2.2M 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 | DANVILLE METAL STAMPING COMPANY, INC. DANVILLE METAL STAMPING COMPANY, INC. EMPLOYEES' SAVINGS PLAN | DANVILLE IL | 348 | $22.9M | $655K |
| 2 | LABORIE MEDICAL TECHNOLOGIES CORPORATION LABORIE MEDICAL TECHNOLOGIES CORPORATION 401(K) PLAN | PORTSMOUTH NH | 876 | $66.2M | $546K |
| 3 | PARKER TOWING COMPANY, INC. |
TUSCALOOSA AL |
| 451 |
| $45.0M |
| $212K |
| 4 | RALEIGH NEUROLOGY ASSOCIATES, P.A. RALEIGH NEUROLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 217 | $52.9M | $155K |
| 5 | THE DUQUESNE CLUB THE DUQUESNE CLUB 401(K) PLAN | PITTSBURGH PA | 161 | $9.2M | $137K |
| 6 | SERVBANK SERVBANK 401(K) PROFIT SHARING PLAN | OSWEGO IL | 529 | $31.1M | $117K |
| 7 | WILLIAMS-KEEPERS LLC WILLIAMS-KEEPERS LLC 401(K) PLAN | COLUMBIA MO | 121 | $29.9M | $85K |
| 8 | ELECTRIC SERVICES, INC. ELECTRIC SERVICES, INC. 401(K) RETIREMENT PLAN | LEESBURG FL | 204 | $9.1M | $76K |
| 9 | OPTIMA, INC. OPTIMA, INC. 401(K) PROFIT SHARING PLAN | GLENCOE IL | 95 | $9.3M | $45K |
| 10 | DIVERSIFIED HEALTH CARE DIVERSIFIED HEALTH CARE 401(K) PLAN | COLLIERVILLE TN | 23 | $7.4M | $44K |
