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2 funds of $250K or more; 37 lines in all, holding $2.4M of the plan's $2.5M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $646K | 27.1% |
| John Hancock Lifestyle Balanced John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $490K | 20.5% |
| Maturity Value Value Pooled separate Manager not matched · Separate account | $301K | 12.6% |
| Lifestyle Conservative John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $147K | 6.2% |
| John Hancock Lifestyle Aggressive John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $82K | 3.4% |
| Invesco Oppenheimer Global Port Invesco · Insurance contract | $80K | 3.4% |
| PIMCO All Asset Fund PIMCO (Allianz) · Insurance contract | $67K | 2.8% |
| John Hancock Strategic Income Opp Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $57K | 2.4% |
| John Hancock Life Insurance Company Capital Group · Insurance contract | $45K | 1.9% |
| Vanguard Growth Index Fund Vanguard · Insurance contract Index | $37K | 1.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.