Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding John Hancock Disciplined Value Mutual fund N/A 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCHEELS ALL SPORTS, INC. SCHEELS ALL SPORTS, INC. 401(K) PLAN | FARGO ND | 8,298 | $33.5M | $785K |
| 2 | OPEN DOOR CENTER OPEN DOOR CENTER 401(K) PROFIT SHARING PLAN | VALLEY CITY ND | 169 | $22.8M | $601K |
| 3 | FIRST NATIONAL BANK OF PULASKI FIRST NATIONAL BANK OF PULASKI PROFIT SHARING PLAN |
PULASKI TN |
| 146 |
| $39.5M |
| $228K |
| 4 | RIVERSIDE TECHNOLOGIES, INC. RTI 401(K) PLAN | OMAHA NE | 302 | $18.2M | $151K |
| 5 | THERN, INC. THERN, INC. RETIREMENT PLAN | WINONA MN | 118 | $13.3M | $101K |