Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding John Hancock Templeton World in their Schedule of Assets, totaling $365K 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 | LIONETTI ASSOCIATES LLC LIONETTI ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST | ELIZABETH NJ | 133 | $12.2M | $147K |
| 2 | FNB COMMUNITY BANK SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF FNB COMMUNITY BANK | MIDWEST CITY OK | 130 | $23.5M | $125K |
| 3 | PAPER TRANSPORT HOLDINGS, LLC |
DE PERE WI |
| 791 |
| $20.3M |
| $54K |
| 4 | SERVBANK SERVBANK 401(K) PROFIT SHARING PLAN | OSWEGO IL | 529 | $31.1M | $14K |
| 5 | OPTIMA, INC. OPTIMA, INC. 401(K) PROFIT SHARING PLAN | GLENCOE IL | 95 | $9.3M | $11K |
| 6 | CRITICAL SYSTEMS, INC. CRITICAL SYSTEMS, INC. 401(K) PLAN | LEOMINSTER MA | 121 | $4.1M | $7K |
| 7 | AVIVA METALS, INC. AVIVA METALS, INC. RETIREMENT PLAN AND TRUST | HOUSTON TX | 158 | $15.6M | $5K |
| 8 | LEWIS & RAULERSON, INC. LEWIS & RAULERSON, INC. 401(K) PLAN | WAYCROSS GA | 218 | $7.1M | $1K |
