Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Value in Registered Investment Companies John Hancock USA JH Thru 2065 Active Strategy in their Schedule of Assets, totaling $90K 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 | POTEAT, INC. POTEAT, INC. PROFIT SHARING PLAN | LAURINBURG NC | 150 | $3.1M | $90K |
