Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JH Dscpl Val Mdcp I Mutual Fund in their Schedule of Assets, totaling $6.1M 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 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $3.1M |
| 2 | UF HEALTH-CENTRAL FLORIDA UF HEALTH-CENTRAL FLORIDA 401K PLAN | THE VILLAGES FL | 3,762 | $169.3M | $2.5M |
| 3 | IDS ENGINEERING GROUP INC. IDS ENGINEERING GROUP INC. 401K PLAN |
HOUSTON TX |
| 127 |
| $20.6M |
| $370K |
| 4 | EOC HOLDINGS. LLC EOC HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 473 | $45.5M | $95K |