Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Jh Dscpl Val Mdcp R6 Mutual Fund in their Schedule of Assets, totaling $12.5M 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 | CHAMPIONX LLC CHAMPIONX 401(K) PLAN | SUGAR LAND TX | 4,147 | $724.1M | $2.8M |
| 2 | HACHETTE BOOK GROUP, INC. HACHETTE BOOK GROUP, INC. 401(K) PLAN | NEW YORK NY | 1,551 | $283.1M | $2.4M |
| 3 | PEDIATRIC SUBSPECIALTY FACULTY, INC. PEDIATRIC SUBSPECIALTY FACULTY, INC. 401(K) PROFIT SHARING PLAN |
ORANGE CA |
| 325 |
| $200.6M |
| $1.6M |
| 4 | NAVIGA INC. NAVIGA INC. 401(K) PLAN | MINNETONKA MN | 102 | $50.0M | $924K |
| 5 | MWH CONSTRUCTORS, INC MWH CONSTRUCTORS 401(K) PLAN | BROOMFIELD CO | 737 | $67.7M | $864K |
| 6 | PATHWAY CAPITAL MANAGEMENT, LP PATHWAY CAPITAL MANAGEMENT SALARY SAVINGS PLAN | IRVINE CA | 239 | $66.8M | $651K |
| 7 | SOUTHWESTERN INDUSTRIES, INC. SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN | RANCHO DOMINGUEZ CA | 162 | $26.4M | $560K |
| 8 | TEXAS MEDICAL ASSOCIATION TEXAS MEDICAL ASSOCIATION EMPLOYEES 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $62.4M | $538K |
| 9 | DMX, LLC D/B/A MOOD MEDIA MOOD401(K) SAVINGS AND RETIREMENT PLAN | AUSTIN TX | 563 | $83.3M | $471K |
| 10 | ENCINO ENERGY, LLC ENCINO ENERGY 401(K) PLAN | HOUSTON TX | 270 | $52.7M | $388K |
