Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JHCOCK3 DISCIPLINED VAL MCP R6 Registered Investment Company in their Schedule of Assets, totaling $103.9M 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 | INFINEON TECHNOLOGIES AMERICAS CORP. INFINEON TECHNOLOGIES SAVINGS PLAN | MILPITAS CA | 3,569 | $1.7B | $33.4M |
| 2 | GANNETT FLEMING, INC. GANNETT FLEMING, INC. TAX DEFERRED 401(K) SAVINGS PLAN | MECHANICSBURG PA | 5,064 | $830.4M | $20.5M |
| 3 | VERADIGM LLC VERADIGM LLC. RETIREMENT SAVINGS PLAN |
RALEIGH NC |
| 1,790 |
| $605.0M |
| $15.1M |
| 4 | BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH MASTER TRUST | KANSAS CITY MO | — | $1.6B | $6.7M |
| 5 | TMP WORLDWIDE ADVERTISING & COMMUNICATIONS, LLC TMP WORLDWIDE ADVERTISING & COMMUNICATIONS, LLC 401(K) SAVINGS PLAN | NEW YORK NY | 742 | $115.7M | $4.6M |
| 6 | MERZ, INCORPORATED MERZ NORTH AMERICA 401(K) PLAN | RALEIGH NC | 1,167 | $237.0M | $4.3M |
| 7 | THE ALPHA CORPORATION OF TENNESSEE THE ALPHA CORPORATION OF TENNESSEE RETIREMENT SAVINGS PLAN | COLLIERVILLE TN | 420 | $115.1M | $4.0M |
| 8 | EPLUS INC. EPLUS INC. 401(K) PROFIT SHARING PLAN | HERNDON VA | 2,215 | $320.7M | $3.2M |
| 9 | TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. 401(K) PLAN | NEWPORT NEWS VA | 1,105 | $168.9M | $2.0M |
| 10 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 183 | $120.0M | $2.0M |
