Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding John Hancock Vanguard Small-Cap Value Index in their Schedule of Assets, totaling $4.8M 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 | TENEO HOLDINGS LLC TENEO HOLDINGS LLC 401(K) PLAN | NEW YORK NY | 357 | $71.0M | $1.2M |
| 2 | SIMCORP USA INC. SIMCORP USA INC. 401(K) PLAN | NEW YORK NY | 131 | $30.4M | $551K |
| 3 | ADCS CLINICS, LLC, DBA ADVANCED DERMATOLOGY AND COSMETIC SURGERY ADCS CLINICS, LLC, 401(K) RETIREMENT PLAN |
MAITLAND FL |
| 2,930 |
| $65.4M |
| $494K |
| 4 | DS CONTAINERS, INC. DS CONTAINERS, INC. 401(K) PROFIT SHARING PLAN | BATAVIA IL | 365 | $27.4M | $398K |
| 5 | AUDIO ENHANCEMENT, INC. AUDIO ENHANCEMENT 401(K) PLAN | BLUFFDALE UT | 209 | $12.5M | $330K |
| 6 | FIRSTPERRYTON BANCORP, INC. FIRSTBANK SOUTHWEST 401K & PROFIT SHARING PLAN | PERRYTON TX | 226 | $29.7M | $224K |
| 7 | WATERBRIDGE MANAGEMENT COMPANY LLC WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN | HOUSTON TX | 483 | $25.8M | $209K |
| 8 | DODGELAND OF COLUMBIA, INC. DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN | COLUMBIA SC | 384 | $12.8M | $205K |
| 9 | RELIABLE CONTRACTING COMPANY, INC. RELIABLE CONTRACTING COMPANY, INC. PROFIT SHARING PLAN & TRUST | GAMBRILLS MD | 398 | $21.9M | $173K |
| 10 | SOHO STUDIO LLC. SOHO STUDIO LLC 401(K) PROFIT SHARING PLAN AND TRUST | INWOOD NY | 647 | $12.0M | $132K |
