Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding John Hancock USA Northern EM Equity Index Fund in their Schedule of Assets, totaling $1.5M 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 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $1.4M |
| 2 | VINTAGE STOCK VINTAGE STOCK SAFE HARBOR 401(K)PLAN | JOPLIN MO | 445 | $5.0M | $19K |
| 3 | INGENESIS, INC. INGENESIS, INC. 401K PLAN |
SAN ANTONIO TX |
| 1,057 |
| $12.5M |
| $16K |
| 4 | INNOVATIVE GATEWAY TALENT, LLC DBA TULARAY INNOVATIVE GATEWAY TALENT, LLC DBA TULARAY 401(K) PLAN | SAN ANTONIO TX | 487 | $4.9M | $8K |
