Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding John Hancock, USA American Funds New Perspective in their Schedule of Assets, totaling $3.7M 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 | WOODSMAN KITCHENS & FLOORS, INC. WOODSMAN KITCHENS & FLOORS, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 146 | $12.8M | $1.9M |
| 2 | LTC PHARMACY MANAGEMENT, LLC LTC PHARMACY MANAGEMENT, LLC 401(K) PLAN | ALEXANDRIA LA | 196 | $10.8M | $411K |
| 3 | ACCU-MOLD, LLC |
ANKENY IA |
| 317 |
| $30.6M |
| $297K |
| 4 | LINCOLN CHARTER SCHOOL LINCOLN CHARTER SCHOOL 401(K) PLAN | DENVER NC | 316 | $17.4M | $248K |
| 5 | MEDICAL CARE, PLLC MEDICAL CARE 401(K) PLAN | ELIZABETHTON TN | 177 | $9.2M | $163K |
| 6 | POLARIS HOME FUNDING CORPORATION POLARIS 401(K) PLAN | GRANDVILLE MI | 131 | $11.0M | $159K |
| 7 | HARTT TRANSPORTATION SYSTEMS, INC. HARTT'S 401(K) PLAN | BANGOR ME | 466 | $11.8M | $141K |
| 8 | STAN BOYETT & SON, INC. STAN BOYETT & SON, INC. PROFIT SHARING 401(K) PLAN | MODESTO CA | 94 | $11.7M | $115K |
| 9 | LIFT SOLUTIONS, INC. LIFT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | OMAHA NE | 167 | $11.2M | $76K |
| 10 | RBR-TECHNOLOGIES, INC. RBR TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | ODENTON MD | 132 | $19.6M | $45K |
