Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding John Hancock USA Mid Value Fund in their Schedule of Assets, totaling $1.1M 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 | STAAR SURGICAL COMPANY STAAR SURGICAL COMPANY 401(K) PLAN | MONROVIA CA | 754 | $65.5M | $276K |
| 2 | FIRST STATE MORTGAGE SERVICES, LLC FIRST STATE MORTGAGE SERVICES 401(K) PLAN | BLOOMINGTON IL | 76 | $14.2M | $243K |
| 3 | WALSH GALLEGOS KYLE ROBINSON & ROALSON P.C. |
SAN ANTONIO TX |
| 128 |
| $41.4M |
| $224K |
| 4 | GRAIN & FEED ASSOCIATION OF ILLINOIS GRAIN & FEED ASSOCIATION OF ILLINOIS MEMBERS CHOICE 401(K) PLAN | SPRINGFIELD IL | 378 | $39.5M | $157K |
| 5 | HIT PROMOTIONAL PRODUCTS, INC. HIT PROMOTIONAL PRODUCTS, INC. RETIREMENT PLAN | LARGO FL | 1,267 | $30.7M | $117K |
| 6 | INGENESIS, INC. INGENESIS, INC. 401K PLAN | SAN ANTONIO TX | 1,057 | $12.5M | $29K |
| 7 | PRIME HEALTH SERVICES, INC. PRIME HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN | FRANKLIN TN | 131 | $7.1M | $21K |
| 8 | INNOVATIVE GATEWAY TALENT, LLC DBA TULARAY INNOVATIVE GATEWAY TALENT, LLC DBA TULARAY 401(K) PLAN | SAN ANTONIO TX | 487 | $4.9M | $12K |
| 9 | REYCO GRANNING, LLC REYCO GRANNING 401(K) RETIREMENT PLAN | MT. VERNON MO | 88 | $6.9M | $6K |
