Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding John Hancock Disciplined Value Mid-Cap Fund in their Schedule of Assets, totaling $131.0M 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 | ROCK HOLDINGS, INC. ROCK HOLDINGS & ASSOCIATED COMPANIES SAVINGS PLAN | DETROIT MI | 15,943 | $2.2B | $20.3M |
| 2 | CONNOR CO. CONNOR CO. EMPLOYEES' SAVINGS AND PROFIT SHARING 401(K) PLAN & TRUST | PEORIA IL | 257 | $65.5M | $11.7M |
| 3 | WILLIAMS INTERNATIONAL CO, LLC |
PONTIAC MI |
| 2,238 |
| $274.2M |
| $7.6M |
| 4 | CAPGEMINI AMERICA, INC. CAPGEMINI FINANCIAL SERVICES USA, INC. 401(K) RETIREMENT PLAN | ROSEMONT IL | 5,757 | $519.6M | $6.7M |
| 5 | PREMIER BRANDS GROUP HOLDINGS LLC PREMIER BRANDS GROUP HOLDINGS LLC RETIREMENT PLAN | BRISTOL PA | 909 | $201.1M | $5.9M |
| 6 | PACWEST BANCORP PACWEST BANCORP 401(K) PLAN | BREA CA | 2,409 | $231.3M | $5.4M |
| 7 | MITSUBISHI LOGISNEXT AMERICAS INC. MITSUBISHI LOGISNEXT AMERICAS 401(K) PLAN | HOUSTON TX | 1,644 | $274.6M | $5.0M |
| 8 | EMBRAER AIRCRAFT HOLDING, INC. EMBRAER AIRCRAFT HOLDING, INC. 401(K) RETIREMENT PLAN | FT. LAUDERDALE FL | 2,217 | $204.6M | $4.5M |
| 9 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA SHEET METAL SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN | SAN JOSE CA | 4,074 | $490.0M | $4.2M |
| 10 | ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP ADVISER COMPLIANCE ASSOCIATES, LLC DBA ACA GROUP 401(K) PLAN | SILVER SPRING MD | 1,086 | $140.7M | $4.1M |
