Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock Disciplined Value Midcap Fund Mutual Fund in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | S.W. RODGERS COMPANY, INC. S.W. RODGERS CO., INC. 401(K)/PROFIT SHARING PLAN | GAINESVILLE VA | 221 | $41.4M | $1.1M |
| 2 | MINACT, INC. MINACT, INC. RETIREMENT INCOME PLAN | JACKSON MS | 406 | $11.9M | $591K |
