Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding John Hancock Disciplined Value Mid Cap R6 Fund Mutual Fund in their Schedule of Assets, totaling $4.0M 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 | PENN ENTERTAINMENT, INC. PENN ENTERTAINMENT, INC. 401(K) PLAN | WYOMISSING PA | 19,862 | $694.0M | $3.0M |
| 2 | GUHRING, INC. GUHRING, INC. SALARY SAVINGS PLAN | BROOKFIELD WI | 331 | $56.9M | $746K |
| 3 | VISTA CONSULTING GROUP, LLC VISTA CONSULTING GROUP, LLC |
CHICAGO IL |
| 122 |
| $29.2M |
| $237K |
