Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management Trust Company John Hancock Funds Disciplined Value Fund Class R6 in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BON SECOURS MERCY HEALTH, INC. MERCY HEALTH RETIREMENT SAVINGS PLAN 403B | BLUE ASH OH | 813 | $68.2M | $819K |
| 2 | HEALTHSPAN PARTNERS HEALTHSPAN RETIREMENT SAVINGS PLAN 403(B) | BLUE ASH OH | 22 | $23.1M | $551K |
