Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding John Hancock Disciplined Value Mid-Cap R6 Mutual Fund in their Schedule of Assets, totaling $71.8M 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 | GANNETT FLEMING, INC. GANNETT FLEMING, INC. TAX DEFERRED 401(K) SAVINGS PLAN | MECHANICSBURG PA | 5,064 | $830.4M | $20.5M |
| 2 | CLOUD SOFTWARE GROUP, INC. CITRIX SYSTEMS, INC. 401(K) PLAN | FORT LAUDERDALE FL | 2,051 | $1.6B | $16.4M |
| 3 | ZIMMER GUNSUL FRASCA ARCHITECTS LLP |
PORTLAND OR |
| 647 |
| $151.2M |
| $7.2M |
| 4 | UNIV OF MARYLAND MEDICAL SYSTEM CORPORATION UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN | BALTIMORE MD | 6,682 | $515.4M | $5.9M |
| 5 | MILES & STOCKBRIDGE P.C. MILES & STOCKBRIDGE RETIREMENT PLAN | BALTIMORE MD | 385 | $195.4M | $5.3M |
| 6 | CONAIR LLC CONAIR LLC SAVINGS AND INVESTMENT PLAN | EAST WINDSOR NJ | 1,232 | $302.8M | $3.6M |
| 7 | CONNING & COMPANY CONNING & COMPANY (U.S.) RETIREMENT SAVINGS PLAN | HARTFORD CT | 370 | $160.2M | $2.4M |
| 8 | BULLHORN, INC. BULLHORN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 847 | $93.6M | $1.8M |
| 9 | AUSTIN HARDWARE & SUPPLY, INC. AUSTIN HARDWARE & SUPPLY, INC. 401(K) PROFIT SHARING PLAN | LEES SUMMIT MO | 156 | $35.8M | $1.4M |
| 10 | SHAKLEE CORPORATION SHAKLEE 401(K) RETIREMENT SAVINGS PLAN | PLEASANTON CA | 215 | $65.1M | $1.3M |
