Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding John Hancock Disc Val MC R6 Mutual funds in their Schedule of Assets, totaling $1.3M 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 | BOARD OF TRUSTEES GLAZIERS INDIVIDUAL ACCOUNT RETIREMENT PLAN GLAZIERS INDIVIDUAL ACCOUNT RETIREMENT PLAN | DUBLIN CA | 4,224 | $224.2M | $1.2M |
| 2 | PETERSON ENTERPRISES, INC. PETERSON ENTERPRISES, INC. 401K SAVINGS PLAN AND TRUST | SAINT LOUIS MO | 160 | $8.7M | $95K |
| 3 | GHT LIMITED |
ARLINGTON VA |
| 83 |
| $22.8M |
| $59K |
| 4 | SAGEWATER, LLC SAGEWATER, LLC 401(K) PLAN | ALEXANDRIA VA | 214 | $2.7M | $5K |