Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JH Disciplined Value in their Schedule of Assets, totaling $180K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RHP STAFFING COMPANY RHP STAFFING COMPANY 401(K) PLAN | FARMINGTON HILLS MI | 965 | $12.3M | $100K |
| 2 | OPENROAD OPCO. LLC OPENROAD 401(K) PLAN | AUSTIN TX | 398 | $8.0M | $80K |