Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding John Hancock USA TIAA-CREF Small-Cap Blend Idx in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | $3.2M |
| 2 | FIRST STATE MORTGAGE SERVICES, LLC FIRST STATE MORTGAGE SERVICES 401(K) PLAN | BLOOMINGTON IL | 76 | $14.2M | $123K |
| 3 | ROBINSON ENTERPRISES INC |
NEVADA CITY CA |
| 130 |
| $7.7M |
| $86K |
| 4 | INGENESIS, INC. INGENESIS, INC. 401K PLAN | SAN ANTONIO TX | 1,057 | $12.5M | $33K |
| 5 | PORTLAND GASTROENTEROLOGY ASSOCIATES, P.A. PORTLAND GASTROENTEROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | PORTLAND ME | 167 | $27.0M | $12K |
