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15 funds of $250K or more; 25 lines in all, holding $15.9M of the plan's $16.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: John Hancock Lifetime Blend, collective trust, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Multimanager Growth LS John Hancock (Manulife) · Mutual fund | $4.9M | 30.5% |
| Multimanager Lifestyle Balanced Portfolio John Hancock (Manulife) · Mutual fund | $4.0M | 25.3% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 10 vintages | $2.6M | 16.6% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $752K | 4.7% |
| John Hancock Multimanager Moderate LS John Hancock (Manulife) · Mutual fund | $697K | 4.4% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund Index | $540K | 3.4% |
| Multimanager Lifestyle Aggressive Portfolio John Hancock (Manulife) · Mutual fund | $527K | 3.3% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract | $422K | 2.6% |
| John Hancock Multimanager Conserv LS John Hancock (Manulife) · Mutual fund | $408K | 2.6% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $385K | 2.4% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJohn Hancock Lifetime Blend 203 CIT R2 Fund | $356K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.