Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding John Hancock Disciplined Value Fund; Class R6 in their Schedule of Assets, totaling $85.2M 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 | REGENERON PHARMACEUTICALS, INC. REGENERON PHARMACEUTICALS, INC. 401(K) SAVINGS PLAN | TARRYTOWN NY | 11,960 | $2.6B | $72.8M |
| 2 | JAZZ PHARMACEUTICALS, INC. JAZZ PHARMACEUTICALS, INC. 401K PLAN | PALO ALTO CA | 1,473 | $373.8M | $6.3M |
| 3 | FMI CORPORATION FMI CORPORATION RETIREMENT SAVINGS 401(K) PLAN |
RALEIGH NC |
| 191 |
| $67.1M |
| $2.7M |
| 4 | LASSONDE PAPPAS AND COMPANY, INC. ZIDIAN MANAGEMENT CORP. DBA THE ZIDIAN GROUP 401(K) PROFIT SHARING PLAN | CHERRY HILL NJ | 193 | $12.1M | $1.4M |
| 5 | ZIDIAN MANAGEMENT CORP. ZIDIAN MANAGEMENT CORP. DBA THE ZIDIAN GROUP 401(K) PROFIT SHARING PLAN | BOARDMAN OH | 207 | $9.9M | $1.2M |
| 6 | PRECISION BIOSCIENCES, INC. PRECISION BIOSCIENCES, INC. 401(K) PLAN | DURHAM NC | 113 | $19.1M | $240K |
| 7 | ATLANTIS COMFORT SYSTEMS CORP ACSC RETIREMENT PLAN | WEST WARWICK RI | 222 | $5.2M | $239K |
| 8 | SPR THERAPEUTICS, INC. SPR THERAPEUTICS, INC. 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 264 | $15.6M | $220K |
| 9 | WATERTRONICS, LLC WATERTRONICS 401(K) PLAN | HARTLAND WI | 156 | $10.9M | $29K |
