Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding John Hancock, USA JPMorgan U.S. Equity Fund in their Schedule of Assets, totaling $2.1M 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 | STAAR SURGICAL COMPANY STAAR SURGICAL COMPANY 401(K) PLAN | MONROVIA CA | 754 | $65.5M | $821K |
| 2 | BATH FITTER TENNESSEE, INC. BATH FITTER USA RETIREMENT PLAN | SPRINGFIELD TN | 535 | $27.4M | $317K |
| 3 | DELI MANAGEMENT, INC. DELI MANAGEMENT, INC. SAVINGS AND INCENTIVE RETIREMENT PLAN |
BEAUMONT TX |
| 3,993 |
| $30.8M |
| $289K |
| 4 | RBR-TECHNOLOGIES, INC. RBR TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | ODENTON MD | 132 | $19.6M | $275K |
| 5 | HIT PROMOTIONAL PRODUCTS, INC. HIT PROMOTIONAL PRODUCTS, INC. RETIREMENT PLAN | LARGO FL | 1,267 | $30.7M | $130K |
| 6 | G S LONG CO INC G S LONG CO INC 401K PROFIT SHARING PLAN | UNION GAP WA | 176 | $33.7M | $120K |
| 7 | F & W FORESTRY SERVICES, INC. F & W FORESTRY SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN & TRUST | ALBANY GA | 204 | $21.1M | $86K |
| 8 | KERKERING, BARBERIO & CO. KERKERING, BARBERIO & CO. 401(K) PLAN | SARASOTA FL | 138 | $28.3M | $46K |
| 9 | WEST COAST DENTAL SERVICES, INC. PLAN 2 - WEST COAST DENTAL, INC. 401(K) PLAN | LOS ANGELES CA | 688 | $3.6M | $38K |
| 10 | LEE & CATES GLASS, INC. LEE & CATES GLASS, INC. 401(K) PLAN | JACKSONVILLE FL | 145 | $7.0M | $8K |
