Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock Disciplined Value Fund Mutual Funds in their Schedule of Assets, totaling $1.8M 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 | POPULUS GROUP LLC POPULUS GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | TROY MI | 5,917 | $124.6M | $1.4M |
| 2 | STATE UTILITY CONTRACTORS, INC. STATE UTILITY CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | MONROE NC | 166 | $13.9M | $424K |
