Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding John Hancock Vanguard Energy Fund - in their Schedule of Assets, totaling $2.0M 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 | BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN | RESTON VA | 215 | $48.2M | $284K |
| 2 | HUGHES FEDERAL CREDIT UNION HUGHES FEDERAL CREDIT UNION 401(K) PLAN | TUCSON AZ | 289 | $27.5M | $263K |
| 3 | SACO AEI POLYMERS, INC. |
SHEBOYGAN WI |
| 273 |
| $23.4M |
| $257K |
| 4 | RESOLVE TOWING & SALVAGE, INC. RESOLVE MARINE GROUP 401(K) PLAN | FT. LAUDERDALE FL | 228 | $16.2M | $227K |
| 5 | DUFRY AMERICA, LLC DUFRY AMERICA, LLC 401(K)PLAN | MIAMI FL | 207 | $9.3M | $132K |
| 6 | BOUVIER BECKWITH & LENNOX, INC. BOUVIER BECKWITH & LENNOX, INC. 401(K) PLAN | WEST HARTFORD CT | 142 | $16.9M | $90K |
| 7 | FNB COMMUNITY BANK SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF FNB COMMUNITY BANK | MIDWEST CITY OK | 130 | $23.5M | $85K |
| 8 | CROWN CONSULTING, INC. CROWN CONSULTING, INC. 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 207 | $25.8M | $81K |
| 9 | PARKER TOWING COMPANY, INC. PARKER TOWING COMPANY, INC. 401(K) PROFIT SHARING PLAN | TUSCALOOSA AL | 451 | $45.0M | $70K |
| 10 | WITTE BROTHERS EXCHANGE, INC. WITTE BROTHERS EXCHANGE, INC. 401K PROFIT SHARING PLAN | TROY MO | 273 | $10.8M | $68K |
