Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JOHN HANCOCK DISC VALUE R2 in their Schedule of Assets, totaling $333K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ARROW STRATEGIES, LLC ARROW STRATEGIES 401(K) PLAN | ROYAL OAK MI | 206 | $6.8M | $248K |
| 2 | EDUCATION & TRAINING RESOURCES EDUCATION & TRAINING RESOURCES, LLC 401K PLAN | BOWLING GREEN KY | 854 | $11.4M | $85K |
