Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JOHN HANCOCK DISCIPLIND R6 GM MUTUAL FUNDS 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AG LEADER TECHNOLOGY, INC. AG LEADER TECHNOLOGY, INC. 401(K) PLAN | AMES IA | 287 | $50.1M | $2.5M |
| 2 | SONIC FOUNDRY, INC. SONIC FOUNDRY, INC. PROFIT SHARING PLAN | MADISON WI | 108 | $16.5M | $564K |
| 3 | HELIX OPERATING COMPANY LLC HELIX OPERATING COMPANY LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST |
BEACHWOOD OH |
| 67 |
| $6.6M |
| $330K |
