Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock Disciplined Value Mid-Cap I Mutual Fund in their Schedule of Assets, totaling $2.8M 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 | THE BROOKINGS INSTITUTION BROOKINGS SAVINGS AND RETIREMENT PLAN | WASHINGTON DC | 495 | $260.2M | $2.1M |
| 2 | ZOVIO, INC ZOVIO, INC 401(K) PLAN | CHANDLER AZ | 121 | $58.3M | $639K |
