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 Midcap Fund in their Schedule of Assets, totaling $20.7M 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 | BOKF, NA BOK FINANCIAL 401(K) PLAN | TULSA OK | 4,961 | $1.2B | $18.9M |
| 2 | AI-CARES, LLC AI-CARES RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 2,390 | $75.8M | $1.7M |
| 3 | PINE INSTRUMENT COMPANY PINE INSTRUMENT COMPANY 401(K) PROFIT SHARING PLAN |
GROVE CITY PA |
| 96 |
| $19.6M |
| $162K |
| 4 | SANY AMERICA, INC. SANY AMERICA, INC. 401(K) PLAN | PEACHTREE CITY GA | 237 | $17.1M | $22K |
