Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JHancock Disciplined Value Mid Cap Fund Mutual fund in their Schedule of Assets, totaling $2.4M 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 | GEORGE'S, INC. GEORGE'S, INC. 401(K) PROFIT SHARING PLAN | SPRINGDALE AR | 7,702 | $135.8M | $2.1M |
| 2 | W. ATLEE BURPEE AND COMPANY THE BURPEE RETIREMENT SAVINGS PLAN | WARMINSTER PA | 171 | $19.1M | $294K |
| 3 | SPRING VENTURE GROUP, LLC SPRING VENTURE GROUP, LLC 401(K) PLAN |
KANSAS CITY MO |
| 1,228 |
| $28.4M |
| $9K |
