Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Jhancock Disciplined Value R6 in their Schedule of Assets, totaling $8.2M 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 | TRINITY INDUSTRIES, INC. TRINITY INDUSTRIES, INC. 401(K) PLAN AS RESTATED EFFECTIVE AUGUST 1, 2020 | DALLAS TX | 2,890 | $385.9M | $6.4M |
| 2 | SANDHILLS GLOBAL, INC. SANDHILLS 401(K) PLAN | LINCOLN NE | 942 | $78.0M | $982K |
| 3 | MARY ANN LIEBERT, INC. MARY ANN LIEBERT, INC. 401(K) PLAN |
NEW ROCHELLE NY |
| 103 |
| $18.4M |
| $453K |
| 4 | ENVISION MANAGEMENT, LLC ENVISION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS CO | 1,570 | $54.0M | $310K |
| 5 | INDIAN HEAD INDUSTRIES, INC. INDIAN HEAD INDUSTRIES, INC. 401(K) PLAN | CHARLOTTE NC | 125 | $14.4M | $103K |
