Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding X John Hancock Fundamental Investors in their Schedule of Assets, totaling $1.0M 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 | Z.V. PATE, INC. Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN | NORTH CAROLINA NC | 265 | $24.8M | $1.0M |
