Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding John Hancock, USA 500 Index Fund in their Schedule of Assets, totaling $90.5M 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 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $32.6M |
| 2 | R. K. ADMINISTRATIVE SERVICES, LLC RURAL KING 401(K) PLAN | MATTOON IL | 1,721 | $59.5M | $5.4M |
| 3 | STAAR SURGICAL COMPANY STAAR SURGICAL COMPANY 401(K) PLAN |
MONROVIA CA |
| 754 |
| $65.5M |
| $4.5M |
| 4 | DELI MANAGEMENT, INC. DELI MANAGEMENT, INC. SAVINGS AND INCENTIVE RETIREMENT PLAN | BEAUMONT TX | 3,993 | $30.8M | $3.6M |
| 5 | WALSH GALLEGOS KYLE ROBINSON & ROALSON P.C. WALSH GALLEGOS 401(K) PLAN | SAN ANTONIO TX | 128 | $41.4M | $2.8M |
| 6 | WOLFF PRINCIPAL HOLDINGS, L.P. ALVIN J. WOLFF PROFIT SHARING PLAN | SCOTTSDALE AZ | 420 | $28.0M | $2.5M |
| 7 | HIT PROMOTIONAL PRODUCTS, INC. HIT PROMOTIONAL PRODUCTS, INC. RETIREMENT PLAN | LARGO FL | 1,267 | $30.7M | $2.5M |
| 8 | ROCKY MOUNTAIN ATV, INC. ROCKY MOUNTAIN ATV, INC. 401(K) PLAN | PAYSON UT | 459 | $13.9M | $2.4M |
| 9 | SOUTHERN MISSOURI CONTAINERS, INC. SMC PACKAGING GROUP 401(K) PLAN | SPRINGFIELD MO | 421 | $35.6M | $2.2M |
| 10 | HELM BANK USA HELM BANK USA 401(K) PLAN | MIAMI FL | 239 | $29.8M | $2.1M |
