Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding John Hancock Disciplined Fund in their Schedule of Assets, totaling $45.3M 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 | PAUL WEISS RIFKIND WHARTON & GARRISON LLP PAUL WEISS RIFKIND WHARTON & GARRISON LLP PARTNERS' DEFINED BENEFIT PENSION PLAN | NEW YORK NY | 188 | $359.4M | $42.4M |
| 2 | SECUR-SERV INC. SECUR-SERV 401(K) PLAN | OMAHA NE | 409 | $68.9M | $1.1M |
| 3 | COOPERATIVE ELEVATOR CO. COOPERATIVE ELEVATOR COMPANY EMPLOYEES' PROFIT SHARING & 401(K) PLAN |
PIGEON MI |
| 170 |
| $32.7M |
| $1.1M |
| 4 | RILEY SAFER HOLMES & CANCILA LLP RILEY SAFER HOLMES & CANCILA RETIREMENT PLAN | CHICAGO IL | 122 | $41.3M | $413K |
| 5 | ELGIN INDUSTRIES, INC. ELGIN INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING PLAN | ELGIN IL | 138 | $13.8M | $86K |
| 6 | REZOLUT, LLC REZOLUT 401(K) PLAN | ATLANTA GA | 998 | $8.9M | $82K |
| 7 | PARKER TOWING COMPANY, INC. PARKER TOWING COMPANY, INC. 401(K) PROFIT SHARING PLAN | TUSCALOOSA AL | 451 | $45.0M | $30K |
