Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding John Hancock Disciplined Value Mid-Cap Fund R6 in their Schedule of Assets, totaling $19.0M 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 | KELLOGG, HANSEN, TODD, FIGEL & FREDERICK, P.L.L.C. KELLOGG, HANSEN, TODD, FIGEL & FREDERICK, P.L.L.C. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 217 | $143.2M | $10.3M |
| 2 | URUS GROUP LP URUS GROUP LP 401(K) RETIREMENT PLAN | MADISON WI | 1,777 | $157.3M | $3.1M |
| 3 | UNIVERSAL WEATHER AND AVIATION, LLC |
HOUSTON TX |
| 994 |
| $108.5M |
| $2.4M |
| 4 | MOLSON COORS BEVERAGE COMPANY USA LLC MOLSON COORS CONSOLIDATED RETIREMENT AND THRIFT SAVINGS PLAN | MILWAUKEE WI | 1,873 | $452.0M | $1.6M |
| 5 | PDF SOLUTIONS, INC. PDF SOLUTIONS, INC. 401(K) PLAN | SANTA CLARA CA | 260 | $95.6M | $384K |
| 6 | LANDMARK CREDIT UNION LANDMARK CREDIT UNION 401(K) PLAN | BROOKFIELD WI | 1,049 | $65.5M | $320K |
| 7 | AGRI-COVER, INC. AGRI-COVER, INC. 401(K) PLAN | JAMESTOWN ND | 168 | $15.4M | $212K |
| 8 | CITY ENTERPRISES, LLC CITY ENTERPRISES, LLC 401(K) PLAN | FRANKLIN TN | 1,173 | $19.1M | $181K |
| 9 | EDGECONNEX INC. EDGECONNEX INC. 401(K) PLAN | HERNDON VA | 190 | $30.8M | $179K |
| 10 | FAMILYLINKS INC. FAMILYLINKS, INC. 403(B) PLAN | PITTSBURGH PA | 238 | $8.5M | $155K |
