Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Jhancock Disciplined Value Mid Cap R6 in their Schedule of Assets, totaling $30.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PENN MUTUAL LIFE INSURANCE COMPANY THE PENN MUTUAL RETIREMENT & SAVINGS PLAN | HORSHAM PA | 1,060 | $489.8M | $9.5M |
| 2 | WILLIAMS MULLEN CLARK & DOBBINS P.C. WILLIAMS MULLEN CLARK & DOBBINS 401(K) RETIREMENT PLAN | RICHMOND VA | 370 | $283.6M | $8.6M |
| 3 | EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION |
JERSEY CITY NJ |
| 351 |
| $118.7M |
| $3.1M |
| 4 | ROCKWOOD CAPITAL, LLC ROCKWOOD CAPITAL 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 80 | $61.1M | $2.5M |
| 5 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' RETIREMENT PLAN | HORSHAM PA | 555 | $84.5M | $2.1M |
| 6 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $1.6M |
| 7 | STRETTO STRETTO 401(K) RETIREMENT PLAN | IRVINE CA | 314 | $41.3M | $1.0M |
| 8 | CLICK N' CLOSE, INC. CLICK N' CLOSE, INC. 401(K) PLAN | ADDISON TX | 285 | $24.6M | $713K |
| 9 | FIRST FARMERS FINANCIAL CORP. FIRST FARMERS FINANCIAL CORP. 401K PROFIT SHARING PLAN | CONVERSE IN | 351 | $40.2M | $674K |
| 10 | GRAND PEAKS PROPERTY MANAGEMENT, INC. GRAND PEAKS PROPERTY MANAGEMENT, INC. RETIREMENT PLAN | DENVER CO | 274 | $12.9M | $506K |
