Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding John Hancock Disciplined Value R6 in their Schedule of Assets, totaling $52.0M 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 | AMERICAN UNIVERSITY AMERICAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,612 | $1.4B | $28.3M |
| 2 | QLIKTECH INC. QLIKTECH INC. 401(K) PLAN | KING OF PRUSSIA PA | 1,016 | $184.1M | $9.8M |
| 3 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM 403(B) PLAN | ST. CLOUD MN | 7,783 | $866.6M | $3.6M |
| 4 | BURBERRY LIMITED BURBERRY LIMITED 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 1,094 | $85.1M | $3.5M |
| 5 | CAROLINA TRACTOR & EQUIPMENT COMPANY CTE 401(K) PLAN | CHARLOTTE NC | 1,915 | $139.4M | $2.5M |
| 6 | FAIRVIEW RANGE REGIONAL HEALTH SERVICES FAIRVIEW RANGE REGIONAL HEALTH SERVICES 403B PLAN | HIBBING MN | 1,084 | $82.9M | $1.8M |
| 7 | QUIDDITY-1, INC. QUIDDITY 401(K) PROFIT SHARING PLAN | BELLAIRE TX | 614 | $89.6M | $1.1M |
| 8 | MORROW ENERGY, LLC MORROW ENERGY 401(K) PLAN | MIDLAND TX | 175 | $7.5M | $769K |
| 9 | MOTIVATE LLC MOTIVATE, LLC 401(K) PLAN | NEW YORK NY | 826 | $17.1M | $243K |
| 10 | VIKING VILLAGE, INC VIKING VILLAGE, INC EMPLOYEES 401(K) PROFIT SHARING PLAN | REEDSBURG WI | 100 | $4.4M | $147K |
