Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding John Hancock Funds Disciplined Value Fund " in their Schedule of Assets, totaling $3.7M 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 | UPBOUND GROUP, INC. UPBOUND 401(K) RETIREMENT SAVINGS PLAN | PLANO TX | 9,266 | $245.2M | $2.0M |
| 2 | TAE TECHNOLOGIES, INC. TAE TECHNOLOGIES, INC. 401(K) PLAN | FOOTHILL RANCH CA | 310 | $68.0M | $1.2M |
| 3 | DRUMMOND PRESS INC DRUMMOND PRESS INC 401(K) PROFIT SHARING PLAN & TRUST |
JACKSONVILLE FL |
| 200 |
| $10.0M |
| $425K |
| 4 | CONDAIR, INC. CONDAIR, INC. 401(K) PLAN | — | 110 | $369K | $32K |
