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 I in their Schedule of Assets, totaling $7.2M 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 | MENARD, INC. MENARD, INC. 401(K) PLAN | EAU CLAIRE WI | 53,467 | $283.1M | $6.2M |
| 2 | DUNGARVIN GROUP, INC. DUNGARVIN 401(K) RETIREMENT PLAN | MENDOTA HEIGHTS MN | 3,119 | $23.0M | $962K |