Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JOHN HANCOCK DISCIPLIND VAL R6 MUTUAL FUNDS in their Schedule of Assets, totaling $18.3M 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 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP 401(K) PLAN | LOS ANGELES CA | 860 | $432.9M | $14.0M |
| 2 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP ASSOCIATES 401(K) PLAN | LOS ANGELES CA | 833 | $169.6M | $2.8M |
| 3 | FIRST QUALITY MAINTENANCE II, LLC |
NEW YORK NY |
| 293 |
| $12.7M |
| $901K |
| 4 | ARROW GEAR LLC ARROW GEAR INCENTIVE SAVINGS PLAN | COLLEGE POINT NY | 161 | $21.9M | $234K |
| 5 | AG LEADER TECHNOLOGY, INC. AG LEADER TECHNOLOGY, INC. 401(K) PLAN | AMES IA | 287 | $50.1M | $171K |
| 6 | DAILY'S PREMIUM MEATS, LLC DAILY'S PREMIUM MEATS RETIREMENT PLAN | MERRIAM KS | 1,273 | $23.1M | $132K |
| 7 | SONIC FOUNDRY, INC. SONIC FOUNDRY, INC. PROFIT SHARING PLAN | MADISON WI | 108 | $16.5M | $69K |
| 8 | SEABOARD TRIUMPH FOODS, LLC RETIREMENT SAVINGS PLAN FOR SEABOARD TRIUMPH FOODS - MANAGEMENT | SIOUX CITY IA | 573 | $10.0M | $20K |
| 9 | HELIX OPERATING COMPANY LLC HELIX OPERATING COMPANY LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | BEACHWOOD OH | 67 | $6.6M | $2K |
