Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding John Hancock Disciplined Value Mid-Cap Registered Investment Company - in their Schedule of Assets, totaling $1.9M 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 | BALISE MOTOR SALES COMPANY BALISE MOTOR SALES COMPANY 401(K) RETIREMENT PLAN | SPRINGFIELD MA | 1,246 | $44.9M | $986K |
| 2 | R&R INVEST, INC. R&R INVEST, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 145 | $31.1M | $577K |
| 3 | BRANDYWINE CONSERVANCY & MUSEUM OF ART |
CHADDS FORD PA |
| 152 |
| $9.8M |
| $284K |
| 4 | 3RD GEN MOJO, LLC PAWLING/TAFUR MCDONALDS 401(K) PLAN | HAMILTON OH | 184 | $4.0M | $10K |
