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12 funds of $250K or more; 23 lines in all, holding $10.0M of the plan's $10.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: John Hancock Lifetime Blend, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 10 vintages | $7.4M | 74.1% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund Index | $530K | 5.3% |
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Mutual fund | $462K | 4.6% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Separate account Target-date, 1 vintage | $455K | 4.6% |
| JH Multimanager Growth LS John Hancock (Manulife) · Mutual fund | $160K | 1.6% |
| John Hancock U.S. Growth Fund John Hancock (Manulife) · Mutual fund | $148K | 1.5% |
| John Hancock Disciplined John Hancock (Manulife) · Mutual fund | $104K | 1.0% |
| JH Multimanager Aggressive LS John Hancock (Manulife) · Mutual fund | $95K | 1.0% |
| John Hancock John Hancock (Manulife) · Mutual fund | $81K | 0.8% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $79K | 0.8% |
Covers 71,097 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.