Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 647 retirement plans report an interest in this investment, totaling $126.7M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $6.2M |
| 2 | WSB & ASSOCIATES, INC. WSB & ASSOCIATES, INC. 401(K) NEW COMPARABILITY PLAN AND TRUST | MINNEAPOLIS MN | 1,329 | $123.9M | $4.2M |
| 3 | AHMUTY, DEMERS & MCMANUS AHMUTY, DEMERS & MCMANUS 401(K) PLAN | ALBERTSON NY | 106 | $33.1M | $3.5M |
| 4 | GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 69 | $23.1M | $3.1M |
| 5 | AMERICAN VANGUARD CORPORATION AMERICAN VANGUARD CORPORATION RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 415 | $81.6M | $2.4M |
| 6 | HAND TO SHOULDER CENTER OF WISCONSIN, LTD. HAND TO SHOULDER CENTER OF WISCONSIN 401(K) PROFIT SHARING PLAN | APPLETON WI | 101 | $25.9M | $2.3M |
| 7 | FRAZER, LLP FRAZER, LLP PROFIT SHARING PLAN | ANAHEIM CA | 65 | $24.0M | $1.9M |
| 8 | ASSOCIATED SPACE DESIGN, INC. ASSOCIATED SPACE DESIGN, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 185 | $48.6M | $1.9M |
| 9 | SOUTHERN POWER SYSTEMS, INC SOUTHERN POWER SYSTEMS, INC. 401(K) PLAN | BATON ROUGE LA | 110 | $10.5M | $1.7M |
| 10 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $1.6M |
