Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding John Hancock Disciplined value fund in their Schedule of Assets, totaling $108.8M 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 | INFINEON TECHNOLOGIES AMERICAS CORP. INFINEON TECHNOLOGIES SAVINGS PLAN | MILPITAS CA | 3,569 | $1.7B | $33.4M |
| 2 | WAKE FOREST UNIVERSITY WAKE FOREST UNIVERSITY RETIREMENT PLAN | WINSTON SALEM NC | 3,314 | $889.4M | $25.9M |
| 3 | CCA INDUSTRIES, INC. CCA INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN |
RICHMOND VA |
| 3,048 |
| $139.2M |
| $12.3M |
| 4 | GUILD MORTGAGE COMPANY LLC GUILD MORTGAGE COMPANY PROFIT SHARING 401(K) PLAN | SAN DIEGO CA | 5,083 | $456.4M | $6.2M |
| 5 | CANYON PARTNERS, L.L.C. CANYON PARTNERS, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 223 | $95.2M | $5.9M |
| 6 | KROENKE SPORTS HOLDINGS, LLC KROENKE SPORTS 401(K) SAVINGS PLAN | DENVER CO | 2,537 | $120.7M | $5.5M |
| 7 | CENTRAL MUTUAL INSURANCE COMPANY CENTRAL EMPLOYEES' SAVINGS AND PROFIT PARTICIPATION PLAN | VAN WERT OH | 750 | $196.5M | $2.6M |
| 8 | GN AUDIO USA, INC. GN AUDIO USA, INC. RETIREMENT SAVINGS PLAN | LOWELL MA | 424 | $56.9M | $1.5M |
| 9 | TIDEWATER TRANSIT COMPANY, INC. HARVEY COMPANIES PROFIT SHARING PLAN | KINSTON NC | 687 | $24.5M | $1.4M |
| 10 | INVESTORS HERITAGE CAPITAL CORPORATION IHCC 401(K) RETIREMENT PLAN | FRANKFORT KY | 101 | $16.7M | $1.2M |
