Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding John Hancock Disciplined Value Mid-Cap Fund Class R6 in their Schedule of Assets, totaling $13.8M 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 | FLEXERA SOFTWARE LLC FLEXERA SOFTWARE LLC 401(K) PLAN | ITASCA IL | 491 | $130.8M | $3.9M |
| 2 | NAVEX GLOBAL, INC. NAVEX GLOBAL 401(K) PLAN | LAKE OSWEGO OR | 979 | $94.8M | $1.8M |
| 3 | SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN |
| 1,233 |
| $49.3M |
| $1.5M |
| 4 | MT. WASHINGTON PEDIATRIC HOSPITAL, INC. MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN | BALTIMORE MD | 589 | $40.1M | $1.4M |
| 5 | AMERICAN WELL CORPORATION AMERICAN WELL CORPORATION 401(K) PLAN | BOSTON MA | 768 | $108.4M | $1.0M |
| 6 | DIALOGDIRECT, INC. QUALFON/DIALOG DIRECT 401K PLAN | HIGHLAND PARK MI | 3,089 | $55.7M | $901K |
| 7 | CITATION OIL & GAS CORP. CITATION OIL & GAS CORP. RETIREMENT SAVINGS PLAN | HOUSTON TX | 496 | $99.9M | $601K |
| 8 | SYNER-G BIOPHARMA GROUP LLC SYNER-G BIOPHARMA GROUP LLC 401(K) PLAN | FRAMINGHAM MA | 149 | $18.3M | $572K |
| 9 | SILVEREDGE GOVERNMENT SOLUTIONS, LLC SILVEREDGE GOVERNMENT SOLUTIONS 401(K) PLAN | COLUMBIA MD | 235 | $97.2M | $524K |
| 10 | RADIALL USA, INC. RADIALL USA 401(K) PROFIT SHARING PLAN | TEMPE AZ | 162 | $16.3M | $459K |
