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10 funds of $250K or more; 25 lines in all, holding $8.9M of the plan's $9.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: John Hancock Lifetime Blend, collective trust, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 10 vintages | $4.7M | 52.7% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund | $1.2M | 13.3% |
| John Hancock Multimanager Balanced John Hancock (Manulife) · Mutual fund | $732K | 8.2% |
| John Hancock Multimanager Growth John Hancock (Manulife) · Mutual fund | $520K | 5.8% |
| Blue Chip Growth Fund John Hancock (Manulife) · Mutual fund | $314K | 3.5% |
| John Hancock Multimanager Conservative John Hancock (Manulife) · Mutual fund | $295K | 3.3% |
| Allspring Index Fund John Hancock (Manulife) · Mutual fund Index | $229K | 2.6% |
| American Funds Euro Pacific Growth Fund Capital Group · Mutual fund | $155K | 1.7% |
| John Hancock John Hancock (Manulife) · Separate account | $153K | 1.7% |
| John Hancock Multimanager Moderate John Hancock (Manulife) · Mutual fund | $143K | 1.6% |
Covers 60,908 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.