Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding John Hancock, USA American Funds 2065 TD in their Schedule of Assets, totaling $4.6M 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 | R. K. ADMINISTRATIVE SERVICES, LLC RURAL KING 401(K) PLAN | MATTOON IL | 1,721 | $59.5M | $2.7M |
| 2 | MOCKLER BEVERAGE COMPANY, A LIMITED PARTNERSHIP BIG RED 401(K) PLAN | BATON ROUGE LA | 263 | $17.2M | $420K |
| 3 | ACCU-MOLD, LLC ACCU-MOLD, LLC 401(K) & PROFIT SHARING PLAN |
ANKENY IA |
| 317 |
| $30.6M |
| $384K |
| 4 | SOUTHERN POWER SYSTEMS, INC SOUTHERN POWER SYSTEMS, INC. 401(K) PLAN | BATON ROUGE LA | 110 | $10.5M | $323K |
| 5 | BATH FITTER TENNESSEE, INC. BATH FITTER USA RETIREMENT PLAN | SPRINGFIELD TN | 535 | $27.4M | $302K |
| 6 | LINCOLN CHARTER SCHOOL LINCOLN CHARTER SCHOOL 401(K) PLAN | DENVER NC | 316 | $17.4M | $243K |
| 7 | ADVANCED DISASTER RECOVERY, INC. ADVANCED DISASTER RECOVERY, INC. RETIREMENT SAVINGS PLAN | NEW HAMPTON NY | 185 | $1.9M | $87K |
| 8 | LLB INVESTMENTS, LLC DBA KORTH TRANSFER KORTH TRANSFER 401(K) PLAN | REEDSBURG WI | 99 | $5.4M | $86K |
| 9 | GRAIN & FEED ASSOCIATION OF ILLINOIS GRAIN & FEED ASSOCIATION OF ILLINOIS MEMBERS CHOICE 401(K) PLAN | SPRINGFIELD IL | 378 | $39.5M | $68K |
| 10 | WOODSMAN KITCHENS & FLOORS, INC. WOODSMAN KITCHENS & FLOORS, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 146 | $12.8M | $5K |
