Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 74 U.S. retirement plans report holding John Hancock Disciplined Value Mid-Cap Fund in their Schedule of Assets, totaling $109.7M 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 | ROCK HOLDINGS, INC. ROCK HOLDINGS & ASSOCIATED COMPANIES SAVINGS PLAN | DETROIT MI | 15,943 | $2.2B | $20.3M |
| 2 | WILLIAMS INTERNATIONAL CO, LLC WILLIAMS INTERNATIONAL EMPLOYEES SAVINGS PLAN | PONTIAC MI | 2,238 | $274.2M | $7.6M |
| 3 | CAPGEMINI AMERICA, INC. |
ROSEMONT IL |
| 5,757 |
| $519.6M |
| $6.7M |
| 4 | PREMIER BRANDS GROUP HOLDINGS LLC PREMIER BRANDS GROUP HOLDINGS LLC RETIREMENT PLAN | BRISTOL PA | 909 | $201.1M | $5.9M |
| 5 | PACWEST BANCORP PACWEST BANCORP 401(K) PLAN | BREA CA | 2,409 | $231.3M | $5.4M |
| 6 | MITSUBISHI LOGISNEXT AMERICAS INC. MITSUBISHI LOGISNEXT AMERICAS 401(K) PLAN | HOUSTON TX | 1,644 | $274.6M | $5.0M |
| 7 | EMBRAER AIRCRAFT HOLDING, INC. EMBRAER AIRCRAFT HOLDING, INC. 401(K) RETIREMENT PLAN | FT. LAUDERDALE FL | 2,217 | $204.6M | $4.5M |
| 8 | 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 |
| 9 | KINTETSU WORLD EXPRESS (U.S.A.), INC. KINTETSU WORLD EXPRESS (U.S.A.), INC. EMPLOYEES 401(K) PLAN | JERICHO NY | 941 | $166.0M | $3.2M |
| 10 | FAMILY HEALTH INTERNATIONAL FHI 360 EMPLOYEES' PENSION PLAN | DURHAM NC | 1,192 | $257.9M | $3.1M |
