Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding John Hancock Disciplined Value Fund R6 in their Schedule of Assets, totaling $53.6M 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 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $25.4M |
| 2 | BMC SOFTWARE, INC. BMC SOFTWARE, INC. SAVINGS AND INVESTMENT PLAN | HOUSTON TX | 1,840 | $1.4B | $13.6M |
| 3 | CARILION CLINIC CARILION CLINIC 401(K) RETIREMENT SAVINGS PLAN |
ROANOKE VA |
| 2,201 |
| $135.1M |
| $9.2M |
| 4 | THE CONTAINER STORE INC. THE CONTAINER STORE, INC. 401(K) PLAN | COPPELL TX | 3,776 | $144.2M | $4.0M |
| 5 | PGP CORPORATION VOSS INDUSTRIES 401(K) RETIREMENT PLAN | TAYLOR MI | 238 | $30.7M | $857K |
| 6 | CAROLINA COUNTRY CLUB COMPANY CAROLINA COUNTRY CLUB PROFIT SHARING AND SAVINGS PLAN | RALEIGH NC | 154 | $9.1M | $322K |
| 7 | BARTON COLLEGE BARTON COLLEGE RETIREMENT PLAN | WILSON NC | 192 | $27.8M | $193K |
