Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JOHN HANCOCK DIS VAL MID CAP I in their Schedule of Assets, totaling $3.4M 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 | GLOBAL TBM COMPANY GLOBAL TBM COMPANY RETIREMENT SAVINGS PLAN | SOLON OH | 47 | $28.1M | $1.2M |
| 2 | COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN | WHITESTONE NY | 286 | $61.2M | $1.0M |
| 3 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN |
ONTARIO CA |
| 190 |
| $15.4M |
| $338K |
| 4 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 176 | $13.1M | $283K |
| 5 | TRC WORLDWIDE ENGINEERING TRC WORLDWIDE ENGINEERING 401(K) PLAN | BRENTWOOD TN | 86 | $14.4M | $221K |
| 6 | PCI NITROGEN, LLC INTEROCEANIC & PCI NITROGEN 401(K) PLAN | PASADENA TX | 233 | $17.7M | $200K |
| 7 | PCI NITROGEN, LLC PCI NITROGEN LLC HOURLY SAVINGS PLAN | PASADENA TX | 103 | $8.2M | $105K |
| 8 | KOREAN COMMUNITY SERVICES INC. KOREAN AMERICAN CENTER 401K AND PROFIT SHARING PLAN | ANAHEIM CA | 169 | $2.7M | $6K |
| 9 | KOREAN COMMUNITY SERVICES INC. KOREAN COMMUNITY SERVICES INC 401K AND PROFIT SHARING PLAN | ANAHEIM CA | 185 | $4.2M | $6K |
| 10 | GLC BUSINESS SERVICES LLC GLC BUSINESS SERVICES LLC 401(K) PLAN | ROCHESTER NY | 135 | $2.5M | $2K |
