Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Jhancock Disciplined Value Mid Cap R6 Mutual Funds in their Schedule of Assets, totaling $2.7M 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 | BLACKBURN'S PHYSICIANS PHARMACY, INC. PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED | TARENTUM PA | 183 | $24.6M | $1.5M |
| 2 | EVERIDGE, INC. EVERIDGE EMPLOYEE 401(K) PLAN | PLYMOUTH MN | 498 | $19.2M | $500K |
| 3 | ELRINGKLINGER AUTOMOTIVE MANUFACTURING, INC. |
SOUTHFIELD MI |
| 617 |
| $27.6M |
| $404K |
| 4 | SMITH SEED SERVICES, LLC SMITH SEED SERVICES 401(K) RETIREMENT PLAN | HALSEY OR | 139 | $15.8M | $103K |
| 5 | NWBT, INC. NORTHWEST BANK & TRUST COMPANY 401(K) PLAN | DAVENPORT IA | 75 | $10.3M | $98K |
| 6 | FIVE POINT DENTAL SPECIALISTS, INC FIVE POINT DENTAL SPECIALISTS RETIREMENT PLAN | IRVING TX | 394 | $13.1M | $39K |
| 7 | CASE PAPER CO., INC. CASE PAPER CO., INC. 401(K) PROFIT SHARING PLAN | HARRISON NY | 294 | $17.9M | $38K |
