Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding John Hancock Discipline Value Fund Mutual fund in their Schedule of Assets, totaling $8.1M 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 | NEW YORK INDEPENDENT SYSTEM OPERATOR, INC. NEW YORK INDEPENDENT SYSTEM, INC. 401(K) RETIREMENT PLAN | RENSSELAER NY | 628 | $321.5M | $7.5M |
| 2 | ALUMINUM PRECISION PRODUCTS, INC. ALUMINUM PRECISION PRODUCTS, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | SANTA ANA CA | 750 | $74.3M | $509K |
| 3 | CYPRESS CREEK RENEWABLES, LLC |
SANTA MONICA CA |
| 401 |
| $50.8M |
| $101K |
