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 in their Schedule of Assets, totaling $66.4M 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 | USI INSURANCE SERVICES LLC USI 401(K) PLAN | VALHALLA NY | 10,494 | $1.5B | $41.7M |
| 2 | MUTUAL OF OMAHA INSURANCE COMPANY MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN | OMAHA NE | 6,050 | $1.0B | $8.8M |
| 3 | MARTIN/MARTIN, INC. MARTIN/MARTIN, INC. 401(K) PLAN |
LAKEWOOD CO |
| 371 |
| $90.1M |
| $2.4M |
| 4 | CONCORD MANAGEMENT, LTD. CONCORD MANAGEMENT, LTD. 401(K) PLAN | MAITLAND FL | 498 | $39.1M | $2.1M |
| 5 | FERROTEC USA CORPORATION FERROTEC TAX SAVINGS DEPOSIT AND INVESTMENT PLAN | BEDFORD NH | 275 | $55.8M | $1.9M |
| 6 | HENLEY ENTERPRISES, INC. HENLEY COMPANIES 401(K) SAVINGS PLAN | NEWTON HIGHLANDS MA | 3,062 | $53.8M | $1.8M |
| 7 | NORTH BEND MEDICAL CENTER, INC. NORTH BEND MEDICAL CENTER 401(K) PLAN | COOS BAY OR | 314 | $74.4M | $1.8M |
| 8 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $1.4M |
| 9 | MUTUAL OF OMAHA INSURANCE COMPANY MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN | OMAHA NE | 305 | $515.9M | $1.4M |
| 10 | PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN | SEATTLE WA | 718 | $47.1M | $458K |
