Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding John Hancock, USA JH Multimanager Balanced LS in their Schedule of Assets, totaling $40.2M 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 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $14.8M |
| 2 | WALSH GALLEGOS KYLE ROBINSON & ROALSON P.C. WALSH GALLEGOS 401(K) PLAN | SAN ANTONIO TX | 128 | $41.4M | $6.5M |
| 3 | HELM BANK USA HELM BANK USA 401(K) PLAN |
MIAMI FL |
| 239 |
| $29.8M |
| $4.2M |
| 4 | DELI MANAGEMENT, INC. DELI MANAGEMENT, INC. SAVINGS AND INCENTIVE RETIREMENT PLAN | BEAUMONT TX | 3,993 | $30.8M | $3.2M |
| 5 | SOUTHERN POWER SYSTEMS, INC SOUTHERN POWER SYSTEMS, INC. 401(K) PLAN | BATON ROUGE LA | 110 | $10.5M | $2.3M |
| 6 | ACCU-MOLD, LLC ACCU-MOLD, LLC 401(K) & PROFIT SHARING PLAN | ANKENY IA | 317 | $30.6M | $2.1M |
| 7 | F & W FORESTRY SERVICES, INC. F & W FORESTRY SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN & TRUST | ALBANY GA | 204 | $21.1M | $1.1M |
| 8 | WEST COAST DENTAL SERVICES, INC. PLAN 2 - WEST COAST DENTAL, INC. 401(K) PLAN | LOS ANGELES CA | 688 | $3.6M | $1.1M |
| 9 | INGENESIS, INC. INGENESIS, INC. 401K PLAN | SAN ANTONIO TX | 1,057 | $12.5M | $1.1M |
| 10 | HARTT TRANSPORTATION SYSTEMS, INC. HARTT'S 401(K) PLAN | BANGOR ME | 466 | $11.8M | $922K |
