Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding John Hancock Disciplined Value Mid Cap Mutual Fund - in their Schedule of Assets, totaling $10.1M 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 | RATE HOLDINGS CORP. RATE HOLDINGS CORP. MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 5,942 | $525.8M | $4.9M |
| 2 | UNITED WHOLESALE MORTGAGE, LLC UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | PONTIAC MI | 9,098 | $195.0M | $1.8M |
| 3 | HARTZELL PROPELLER, INC. |
PIQUA OH |
| 411 |
| $68.5M |
| $1.3M |
| 4 | UTILITY SERVICE CO., INC. UTILITY SERVICE CO., INC. 401K PLAN | PERRY GA | 329 | $27.4M | $906K |
| 5 | CODMAN SQUARE HEALTH CENTER, INC. CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN | DORCHESTER MA | 318 | $18.4M | $450K |
| 6 | O'CONNOR COMPANY, INC. O'CONNOR COMPANY 401(K) RETIREMENT PLAN | SIOUX FALLS SD | 153 | $30.1M | $410K |
| 7 | TNHC REALTY AND CONSTRUCTION, INC. THE NEW HOME COMPANY 401(K) PLAN | IRVINE CA | 365 | $35.9M | $225K |
| 8 | HIGHSPOT, INC. HIGHSPOT, INC. 401(K) PLAN | SEATTLE WA | 475 | $55.9M | $54K |
| 9 | DOTHOUSE HEALTH DOTHOUSE HEALTH 403(B) RETIREMENT PLAN | DORCHESTER MA | 298 | $17.0M | $38K |
| 10 | AEROSPACE WELDING MINNEAPOLIS, INC. AEROSPACE WELDING MINNEAPOLIS, INC. 401 (K) PROFIT SHARING PLAN | EAGAN MN | 143 | $5.7M | $34K |
