Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding John Hancock Disciplined Value Fund Mutual fund - in their Schedule of Assets, totaling $64.7M 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 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $47.6M |
| 2 | PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN | MALIBU CA | 2,003 | $633.5M | $8.3M |
| 3 | RYAN, SWANSON & CLEVELAND, PLLC |
SEATTLE WA |
| 83 |
| $56.6M |
| $3.1M |
| 4 | MICHELMAN & ROBINSON, LLP MICHELMAN & ROBINSON, LLP 401(K) PLAN | LOS ANGELES CA | 126 | $24.3M | $1.5M |
| 5 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN II | LOS ANGELES CA | 81 | $66.7M | $839K |
| 6 | BOEING ENCORE INTERIORS, LLC BOEING ENCORE INTERIORS, LLC 401(K) PLAN | HUNTINGTON BEACH CA | 555 | $35.6M | $713K |
| 7 | ATLANTIC CONSTRUCTORS, INC. ATLANTIC CONSTRUCTORS, INC. 401(K) PLAN | N CHESTERFLD VA | 975 | $29.3M | $682K |
| 8 | LITTLE ROCK CHRISTIAN ACADEMY, INC. LITTLE ROCK CHRISTIAN ACADEMY 401(K) PROFIT SHARING PLAN AND TRUST | LITTLE ROCK AR | 305 | $10.7M | $645K |
| 9 | NEWMAN SIGNS, INC. NEWMAN SIGNS, INC. RETIREMENT 401(K) PLAN | JAMESTOWN ND | 123 | $21.6M | $471K |
| 10 | CHANEY MATERIALS, LLC CHANEY ENTERPRISES COMPANIES 401(K) PROFIT SHARING PLAN | ANNAPOLIS MD | 630 | $70.1M | $375K |
