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4 funds of $250K or more; 46 lines in all, holding $5.6M of the plan's $5.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: John Hancock Lifetime Blend, other, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JH Multimanager Balanced LS Manager not matched · Separate account | $1.9M | 34.4% |
| 500 Index Fund Manager not matched · Separate account Index | $1.0M | 18.3% |
| John Hancock Lifetime Blend Manager not matched · Separate account Target-date, 6 vintages | $512K | 9.2% |
| JH Multimanager Aggressive LS Manager not matched · Separate account | $313K | 5.6% |
| John Hancock Mid Cap Growth Fund John Hancock (Manulife) · Separate account | $205K | 3.7% |
| Total Stock Market Index Fund Manager not matched · Separate account Index | $193K | 3.5% |
| JH Multimanager Moderate LS Manager not matched · Separate account | $142K | 2.6% |
| JPMorgan U.S. Equity Fund JPMorgan · Separate account | $141K | 2.5% |
| Mid Cap Index Fund Manager not matched · Separate account Index | $119K | 2.1% |
| T. Rowe Price Sci & Tech T. Rowe Price · Separate account | $92K | 1.7% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.