Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding John Hancock USA Nuveen Small-Cap Blend Index in their Schedule of Assets, totaling $920K 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 | SOUTHERN POWER SYSTEMS, INC SOUTHERN POWER SYSTEMS, INC. 401(K) PLAN | BATON ROUGE LA | 110 | $10.5M | $424K |
| 2 | WOLFF PRINCIPAL HOLDINGS, L.P. ALVIN J. WOLFF PROFIT SHARING PLAN | SCOTTSDALE AZ | 420 | $28.0M | $363K |
| 3 | RBR-TECHNOLOGIES, INC. RBR TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN |
ODENTON MD |
| 132 |
| $19.6M |
| $43K |
| 4 | LLB INVESTMENTS, LLC DBA KORTH TRANSFER KORTH TRANSFER 401(K) PLAN | REEDSBURG WI | 99 | $5.4M | $37K |
| 5 | CHIPMAN DESIGN ARCHITECTURE INC. CHIPMAN DESIGN ARCHITECTURE INC. EMPLOYEE RETIREMENT SAVINGS PLAN | DES PLAINES IL | 92 | $7.6M | $28K |
| 6 | SCHEID VINEYARDS CALIFORNIA INC. SCHEID VINEYARDS CALIFORNIA INC. 401(K) PLAN | SALINAS CA | 137 | $16.3M | $20K |
| 7 | POLARIS HOME FUNDING CORPORATION POLARIS 401(K) PLAN | GRANDVILLE MI | 131 | $11.0M | $4K |
| 8 | ADVANCED DISASTER RECOVERY, INC. ADVANCED DISASTER RECOVERY, INC. RETIREMENT SAVINGS PLAN | NEW HAMPTON NY | 185 | $1.9M | $2K |
