Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding J HANCOCK3 DISCIPLINED VAL A Registered Investment Company in their Schedule of Assets, totaling $17.0M 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 | EPLUS INC. EPLUS INC. 401(K) PROFIT SHARING PLAN | HERNDON VA | 2,215 | $320.7M | $11.3M |
| 2 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN | AKRON OH | 349 | $138.9M | $5.0M |
| 3 | COLE, SCOTT & KISSANE, P.A. COLE, SCOTT & KISSANE, PA 401(K) PLAN |
MIAMI FL |
| 1,196 |
| $59.3M |
| $760K |
