Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding John Hancock Disciplined Value Mid-Cap Fund Mutual Fund # in their Schedule of Assets, totaling $58.3M 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 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP 401(K) PLAN | LOS ANGELES CA | 860 | $432.9M | $14.0M |
| 2 | PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN | MALIBU CA | 2,003 | $633.5M | $6.7M |
| 3 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION |
BALTIMORE MD |
| 24,397 |
| $730.5M |
| $5.8M |
| 4 | LIBERTY UTILITIES SERVICE CORP. LIBERTY UTILITIES NATIONAL 401(K) PLAN | LITCHFIELD PARK AZ | 2,462 | $443.3M | $4.8M |
| 5 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP ASSOCIATES 401(K) PLAN | LOS ANGELES CA | 833 | $169.6M | $2.8M |
| 6 | UTICA MUTUAL INSURANCE COMPANY UTICA MUTUAL INSURANCE COMPANY EMPLOYEE PROFIT SHARING AND INVESTMENT PLAN | NEW HARTFORD NY | 1,390 | $347.8M | $2.7M |
| 7 | CONNEXITY, INC. TABOOLA AND CONNEXITY 401(K) PLAN | SANTA MONICA CA | 459 | $95.7M | $2.6M |
| 8 | BOLTON PARTNERS, INC. BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TOWSON MD | 126 | $55.2M | $1.9M |
| 9 | PANTHEON FREEDOM, INC. ACHIEVE 401(K) PLAN | SAN MATEO CA | 2,400 | $133.6M | $1.8M |
| 10 | GBBN ARCHITECTS, INC. GBBN ARCHITECTS, INC. 401(K) SAVINGS PLAN | CINCINNATI OH | 125 | $33.1M | $1.6M |
