Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Jhancock Disciplined Value Mid Cap I Mutual fund in their Schedule of Assets, totaling $8.1M 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 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN | ELIZABETH NJ | 392 | $72.9M | $3.5M |
| 2 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN | ELIZABETH NJ | 284 | $90.8M | $1.7M |
| 3 | ALASKA POWER & TELEPHONE COMPANY |
CRAIG AK |
| 151 |
| $57.9M |
| $1.7M |
| 4 | YOUNG'S HOLDINGS, INC. YOUNG'S HOLDINGS, INC. 401(K) PLAN | ALISO VIEJO CA | 309 | $39.0M | $617K |
| 5 | UNITUS COMMUNITY CREDIT UNION UNITUS COMMUNITY CREDIT UNION 401(K) PLAN | PORTLAND OR | 311 | $52.6M | $586K |
| 6 | MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN | SHELBYVILLE IN | 354 | $45.2M | $25K |
