Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JH DSCPL VAL MDCP I in their Schedule of Assets, totaling $4.1M 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 | ALTORFER INC. ALTORFER RETIREMENT PLAN | CEDAR RAPIDS IA | 936 | $162.8M | $2.8M |
| 2 | BBB INDUSTRIES, LLC BBB INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN | DAPHNE AL | 1,440 | $54.5M | $754K |
| 3 | MERCED FACULTY ASSOCIATES MEDICAL GROUP, INC. MERCED FACULTY ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN |
MERCED CA |
| 211 |
| $31.5M |
| $498K |
