Jackson National
Search the plans that hold Jackson National funds
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
18
15 with $250K or more
Dollars held
$164M
69,844 of 69,862 plans with fund lines hold none
Share of fund dollars
0.0%
#139 of 154 managers
Top recordkeeper
John Hancock (Manulife)
3 of the holding plans
Plans adding and dropping its funds, 2024 to 2025
No 401(k) and similarplans with both years added or dropped this manager's funds.
Which plans hold Jackson National funds
The largest 10 plans in each list.
| Southern Electrical Retirement Fund$2.50B plan · Board of Trustees - Southern Electrical Retirement Fund, TN · Southern Benefit Administrators | $110M |
| Profit Sharing Plan for Employees of Alliancebernstein L.P.$1.99B plan · Alliancebernstein L.P., TN · Not identified | $31.6M |
| Operating Engineers Local No. 147 Annuity Fund$64.7M plan · Board of Trustees - Operating Engineers Local No. 147 Annuity, VA · Southern Benefit Administrators | $7.7M |
| Shore Medical Center Pension Plan$172M plan · Shore Medical Center, NJ · Not identified | $4.4M |
| Retirement Plan for Michigan Credit Union Employees 401(k) Savings Plan$996M plan · Michigan Credit Union League, MI · CUNA Mutual (TruStage) | $3.0M |
| Baker Drywall Partnership, LLP 401(k) Plan$51.3M plan · Baker Drywall Partnership, LLP, TX · Fidelity (FMR) | $1.9M |
| Cardiovascular Consultants Heart Center, Inc. 401(k) Plan$17.5M plan · Cardiovascular Consultants Heart Center, Inc., CA · John Hancock (Manulife) | $1.1M |
| University Otolaryngologists, Inc. 401(k) Plan$72.5M plan · University Otolaryngologists, Inc., OH · Blue Benefits Consulting | $1.0M |
| Northeast Remsco Construction Inc. 401(k) Plan$24.8M plan · Northeast Remsco Construction Inc., NJ · Empower | $719K |
| Jackson Group Peterbilt, Inc. 401(k) Retirement Plan$30.6M plan · Jackson Group Peterbilt, Inc., UT · National Benefit Services | $470K |
Plans whose filed schedule lists Jackson National funds.
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Where the holding plans keep their records
| Recordkeeper | Plans | Held |
|---|---|---|
| John Hancock (Manulife) | 3 | $1.8M |
| Southern Benefit Administrators | 2 | $118M |
| CUNA Mutual (TruStage) | 1 | $3.0M |
| Fidelity (FMR) | 1 | $1.9M |
| Blue Benefits Consulting | 1 | $1.0M |
| Empower | 1 | $719K |
| National Benefit Services | 1 | $470K |
| Protpa | 1 | $284K |
Plans with a material holding. Recordkeeper as read from the service-provider schedule.
How plans hold it
Insurance contract: 100% of the dollars
Vehicle as filed. Shares under 0.5% left out.
| Name | Share | Detail |
|---|---|---|
| Insurance contract | 100% | $164M |
2 funds, plus 17 names not yet matched
| Fund | Plans | Dollars |
|---|---|---|
| Jackson National Life | 2 | $118M |
| Insurance Company Jackson National Life Insurance | 3 | $2.8M |