Form 5500 Search

John Hancock Disciplined Value

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 640 retirement plans report an interest in this investment, totaling $125.2M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
640
Reported interest (EOY)
$125.2M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: John Hancock Disciplined Value, John Hancock Disciplined Value Fund. Counts combine all variants of the same investment.

Plans holding John Hancock Disciplined Valueranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1CERBERUS CAPITAL MANAGEMENT, L.P.
CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN
NEW YORK
NY
597$345.3M$6.2M
2WSB & ASSOCIATES, INC.
WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST
MINNEAPOLIS
MN
1,329$123.9M$4.2M
3AHMUTY, DEMERS & MCMANUS
AHMUTY, DEMERS & MCMANUS 401(K) PLAN
ALBERTSON
NY
106$33.1M$3.5M
4GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP
GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN
NEW YORK
NY
69$23.1M$3.1M
5AMERICAN VANGUARD CORPORATION
AMERICAN VANGUARD CORPORATION RETIREMENT SAVINGS PLAN
NEWPORT BEACH
CA
415$81.6M$2.4M
6HAND TO SHOULDER CENTER OF WISCONSIN, LTD.
HAND TO SHOULDER CENTER OF WISCONSIN 401(K) PROFIT SHARING PLAN
APPLETON
WI
101$25.9M$2.3M
7FRAZER, LLP
FRAZER, LLP PROFIT SHARING PLAN
ANAHEIM
CA
65$24.0M$1.9M
8ASSOCIATED SPACE DESIGN, INC.
ASSOCIATED SPACE DESIGN, INC. RETIREMENT SAVINGS PLAN
ATLANTA
GA
185$48.6M$1.9M
9SOUTHERN POWER SYSTEMS, INC
SOUTHERN POWER SYSTEMS, INC. 401(K) PLAN
BATON ROUGE
LA
110$10.5M$1.7M
10MARQUETTE TRANSPORTATION COMPANY, LLC
MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN
PADUCAH
KY
1,390$94.0M$1.6M
See all 640 plans holding John Hancock Disciplined Value
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