Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Disciplined Value Fund in their Schedule of Assets, totaling $42.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A MASTER TRUST FOR THE INVESTMENT - INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES, TIP AND THE JOHN HANCOCK SAVINGS AND INVESTMENT PLAN, SIP | BOSTON MA | — | $2.5B | $40.1M |
| 2 | RADNET, INC. RADNET 401(K) PLAN | LOS ANGELES CA | 9,787 | $436.6M | $2.6M |
