Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Jhancock Disciplined Value Mid Cap I in their Schedule of Assets, totaling $4.2M 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 | NORTH FLORIDA SURGEONS, P.A. NORTH FLORIDA SURGEONS, P.A. PROFIT SHARING PLAN | JACKSONVILLE FL | 763 | $86.9M | $1.5M |
| 2 | JOINT BOARD OF TRUSTEES OF THE ILLINOIS OPERATIVE PLASTERERS & CEMENT ILLINOIS OPERATIVE PLASTERERS & CEMENT MASONS ANNUITY FUND | PEORIA IL | 1,416 | $35.9M | $843K |
| 3 | ROTELLA'S ITALIAN BAKERY, INC. |
LA VISTA NE |
| 503 |
| $20.6M |
| $828K |
| 4 | HIGHERECHELON, INC. HIGHERECHELON 401(K) PLAN | HUNTSVILLE AL | 348 | $14.8M | $409K |
| 5 | NIAGARA FALLS MEMORIAL MEDICAL CENTER NIAGARA FALLS MEMORIAL MEDICAL CENTER SPONSORED 403(B) PLAN | NIAGARA FALLS NY | 1,126 | $31.4M | $388K |
| 6 | EDGERTON HOSPITAL AND HEALTH SERVICES EDGERTON HOSPITAL AND HEALTH SERVICES 401(K) PLAN & TRUST | EDGERTON WI | 198 | $10.7M | $88K |
| 7 | FIRST NATION GROUP LLC FIRST NATION GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | NICEVILLE FL | 103 | $11.4M | $71K |
| 8 | INDIANA SYMPHONY SOCIETY, INC. INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN | INDIANAPOLIS IN | 151 | $13.9M | $51K |
| 9 | NATHAN LITTAUER HOSPITAL ASSOCIATION NATHAN LITTAUER HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN | GLOVERSVILLE NY | 1,182 | $78.9M | $36K |
