Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JHancock3 Disciplined Value R6 Registered investment company in their Schedule of Assets, totaling $9.0M 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 | FUTUREWEI TECHNOLOGIES, INC. HUAWEI USA 401(K) PLAN | SAN JOSE CA | 149 | $227.5M | $4.8M |
| 2 | CORE ELECTRIC COOPERATIVE CORE ELECTRIC COOPERATIVE 401(K) PLAN | SEDALIA CO | 296 | $39.7M | $4.2M |
