Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding John Hancock Disciplined Value Mid Cap Fund R6 Mutual fund in their Schedule of Assets, totaling $15.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MOLSON COORS BEVERAGE COMPANY USA LLC MOLSON COORS EMPLOYEES' RETIREMENT AND SAVINGS PLAN | MILWAUKEE WI | 5,637 | $2.1B | $12.3M |
| 2 | CAHHS HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN | SACRAMENTO CA | 113 | $62.8M | $2.1M |
| 3 | IRON BOW TECHNOLOGIES, LLC IRON BOW TECHNOLOGIES, LLC 401(K) PLAN |
HERNDON VA |
| 1,078 |
| $123.1M |
| $1.2M |
| 4 | LIGHT SOURCES, INC. LIGHT SOURCES, INC.401(K) PLAN | ORANGE CT | 149 | $28.0M | $61K |
| 5 | THE TRUSTEES OF RESERVATIONS THE TRUSTEES OF RESERVATIONS 401(K) RETIREMENT PLAN | BOSTON MA | 318 | $26.5M | $51K |
| 6 | ACADEMIC MEDICAL GROUP, INC. ACADEMIC MEDICAL GROUP, INC. 403(B) PLAN | TAMPA FL | 1,948 | $21.6M | $45K |
| 7 | TROY CORPORATION TROY CORPORATION PROFIT SHARING AND SAVINGS PLAN | FLORHAM PARK NJ | 140 | $23.8M | $4K |
| 8 | EDGE AUTONOMY OPERATIONS, LLC EDGE AUTONOMY RETIREMENT PLAN | SAN LUIS OBISPO CA | 383 | $10.8M | $1K |
