Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding John Hancock Disciplined Value R6 Fund in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRESCENT ELECTRIC SUPPLY COMPANY CRESCENT ELECTRIC SUPPLY COMPANY 401(K) PLAN | EAST DUBUQUE IL | 1,836 | $172.7M | $2.6M |
| 2 | SUNVERA GROUP, LLC SUNVERA GROUP, LLC 401(K) SAVINGS PLAN | BINGHAM FARMS MI | 507 | $15.2M | $1.2M |
| 3 | LEGACY HEALTHCARE SERVICES, INC. LEGACY HEALTHCARE SERVICES, INC. 401(K) PLAN |
RALEIGH NC |
| 2,454 |
| $38.9M |
| $356K |
| 4 | ELECTRICAL SPECIALISTS, INC. DBA THE SUPERIOR GROUP THE SUPERIOR GROUP 401(K) AND PROFIT SHARING PLAN | COLUMBUS OH | 168 | $14.0M | $119K |
| 5 | ARK NATIONAL HOLDINGS LLC (D/B/A ARK BEHAVIORAL) VICTORY RD 401(K) PLAN | QUINCY MA | 301 | $9.7M | $86K |
| 6 | TRUCENT, INC. TRUCENT, INC. RETIREMENT PLAN | DEXTER MI | 145 | $12.0M | $79K |
| 7 | HOME EXPERIENCE LLC HOMEX SAVINGS PLAN | CHICAGO IL | 160 | $5.1M | $9K |
