Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Jhancock Disciplined Value R6 Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | CIMARRON SOFTWARE SERVICES, INC. CIMARRON SOFTWARE SERVICES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 274 | $73.6M | $439K |
| 2 | KATAHDIN TRUST COMPANY KATAHDIN TRUST COMPANY 401(K) PLAN | HOULTON ME | 175 | $24.3M | $373K |
| 3 | STRACON SERVICES GROUP, LLC STRACON SERVICES GROUP 401(K) PLAN |
FORT WORTH TX |
| 233 |
| $13.0M |
| $289K |
| 4 | LOS BARRIOS UNIDOS COMMUNITY CLINIC, INC. LBUCC 401(K) PLAN | DALLAS TX | 191 | $13.7M | $205K |
| 5 | SKOWHEGAN SAVINGS BANK SKOWHEGAN SAVINGS BANK 401(K) RETIREMENT PLAN | SKOWHEGAN ME | 136 | $15.3M | $136K |
| 6 | RIVERMAID TRADING COMPANY RIVERMAID TRADING COMPANY 401(K) PROFIT SHARING PLAN | LODI CA | 416 | $7.9M | $79K |
| 7 | TH2 CONNECT LLC TH2 CONNECT LLC 401(K) RETIREMENT PLAN | CINCINNATI OH | 45 | $5.8M | $43K |
| 8 | BUILDERS SUPPLY COMPANY, INC. BUILDERS SUPPLY COMPANY, INC. PROFIT SHARING PLAN | SHREVEPORT LA | 0 | $6.0M | $18K |
| 9 | SEBASTIAN ENTERPRISES, INC. SEBASTIAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | KERMAN CA | 133 | $16.8M | $2K |
