Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JHANCOCK DISCIPLINED VAL MCP A Registered Investment Company in their Schedule of Assets, totaling $26.2M 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 | ARCTIC SLOPE REGIONAL CORPORATION ARCTIC SLOPE REGIONAL CORPORATION AND SUBSIDIARIES EMPLOYEES RETIREMENT PLAN | ANCHORAGE AK | 15,212 | $1.5B | $25.3M |
| 2 | MINDBODY, INC. MINDBODY, INC. 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 1,000 | $122.8M | $646K |
| 3 | CYPRESS CREEK RENEWABLES, LLC |
SANTA MONICA CA |
| 401 |
| $50.8M |
| $101K |
| 4 | DATA SYSTEMS, INC. DATA SYSTEMS, INC. PROFIT SHARING PLAN AND TRUST | OMAHA NE | 511 | $40.2M | $95K |
| 5 | ATHENIX CYBER & SIGINT SOLUTIONS, LLC ATHENIX CYBER & SIGINT SOLUTIONS, LLC 401(K) PLAN | FULTON MD | 0 | $5.5M | $90K |
