Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Jhancock Disciplined Value Mid Cap R6 Registered investment company in their Schedule of Assets, totaling $1.3M 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 | FOURSQUARE HEALTHCARE LTD. FOURSQUARE HEALTHCARE 401(K) RETIREMENT PLAN | ROCKWALL TX | 1,025 | $12.1M | $683K |
| 2 | BADGER MUTUAL INSURANCE COMPANY BADGER MUTUAL INSURANCE COMPANY 401(K) PLAN | MILWAUKEE WI | 87 | $21.1M | $320K |
| 3 | INTEGRATED DATA SERVICES, LLC |
HENDERSON NV |
| 283 |
| $39.2M |
| $250K |
| 4 | THE SAINT LOUIS BREWERY, LLC THE SAINT LOUIS BREWERY, LLC 401(K) PLAN | ST. LOUIS MO | 128 | $3.0M | $40K |
