Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding John Hancock Disciplined Value* in their Schedule of Assets, totaling $45.0M 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 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 6,816 | $929.6M | $15.1M |
| 2 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY SUPPLEMENTAL 403(B) PLAN | HOUSTON TX | 5,552 | $847.9M | $15.0M |
| 3 | MCDONALDS LICENSEES HEALTH AND WELFARE TRUST |
CHICAGO IL |
| 20,809 |
| $86.7M |
| $2.7M |
| 4 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BOSTON MA | 581 | $490.4M | $1.7M |
| 5 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $1.3M |
| 6 | SPEND LIFE WISELY COMPANY, INC. SPEND LIFE WISELY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) FEATURES | DURANT OK | 1,858 | $363.2M | $1.2M |
| 7 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $1.1M |
| 8 | GUARANTEE TRUST LIFE INSURANCE COMPANY GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN | GLENVIEW IL | 296 | $57.0M | $1.0M |
| 9 | IRR SUPPLY CENTERS, INC. IRR SUPPLY CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | NORTH TONAWANDA NY | 147 | $43.9M | $974K |
| 10 | GLOCK, INC. GLOCK, INC. 401(K) PLAN | SMYRNA GA | 637 | $23.4M | $466K |
