Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding John Hancock Disciplined Value Mutual Fund in their Schedule of Assets, totaling $25.9M 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 | ALFA LAVAL INC. ALFA LAVAL RETIREMENT SAVINGS PLAN | RICHMOND VA | 1,902 | $319.3M | $16.6M |
| 2 | HNTB HOLDINGS LTD. HNTB OWNERSHIP PLAN | KANSAS CITY MO | 6,881 | $2.2B | $2.6M |
| 3 | GREENWAY HEALTH, LLC GREENWAY HEALTH 401(K) PLAN | TAMPA |
| 645 |
| $106.0M |
| $2.2M |
| 4 | TOWN PUMP, ET AL TOWN PUMP, ET AL 401(K) PLAN | BUTTE MT | 4,246 | $90.4M | $1.4M |
| 5 | PAINT SUNDRIES SOLUTIONS, INC. PAINT SUNDRIES SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 105 | $16.2M | $1.2M |
| 6 | THE MERCADIEN GROUP, LLC THE MERCADIEN GROUP, LLC 401(K) PLAN | PRINCETON NJ | 141 | $31.5M | $1.1M |
| 7 | ASGCO MANUFACTURING, INC. ASGCO MANUFACTURING, INC. 401(K) PROFIT SHARING PLAN | NAZARETH PA | 138 | $13.1M | $269K |
| 8 | RTT OPERATING COMPANIES HOLDCO, LLC ROUNDTOWER TECHNOLOGIES 401(K) PLAN | CINCINNATI OH | 359 | $10.0M | $166K |
| 9 | INDEPENDENT OPTIONS, INC. INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN | CORONA CA | 366 | $8.0M | $144K |
| 10 | FOOD MANAGEMENT INVESTORS, INC. DBA CULTIVATE SOLUTIONS CULTIVATE SOLUTIONS 401(K) PLAN AND TRUST | MINOT ND | 644 | $13.3M | $119K |
