Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding John Hancock Disciplined Value Mid Cap I " in their Schedule of Assets, totaling $13.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | J.E. DUNN CONSTRUCTION COMPANY DUNN 401(K) RETIREMENT PLAN | KANSAS CITY MO | 3,352 | $463.3M | $4.5M |
| 2 | UNITED HEALTH SERVICES, INC. UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN | JOHNSON CITY NY | 7,279 | $391.3M | $2.5M |
| 3 | O'BRIEN STEEL SERVICE CO. O'BRIEN GROUP 401(K) PLAN |
PEORIA IL |
| 422 |
| $25.9M |
| $2.1M |
| 4 | MESSERLI & KRAMER, P.A. MESSERLI & KRAMER, P.A. SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 274 | $45.9M | $1.5M |
| 5 | THE WORKPLACE, INC. THE WORKPLACE, INC. 401K RETIREMENT PLAN | BRIDGEPORT CT | 149 | $19.0M | $1.1M |
| 6 | WAYNE MEMORIAL HOSPITAL WAYNE MEMORIAL DEFINED CONTRIBUTION 403(B) PLAN | HONESDALE PA | 1,268 | $78.8M | $861K |
| 7 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN | BOSTON MA | 290 | $61.6M | $424K |
| 8 | AMERICAN BAPTIST HOMES OF THE MIDWEST AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN | EDEN PRAIRIE MN | 1,453 | $20.8M | $218K |
| 9 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $85K |
| 10 | THE SWIFT GROUP HOLDINGS, LLC THE SWIFT GROUP 401(K) PROFIT SHARING PLAN | RESTON VA | 304 | $44.2M | $9K |
