Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding John Hancock Funds Disciplined Value Fund Class R6 Registered investment company in their Schedule of Assets, totaling $2.0M 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 | REAL CHEMISTRY, INC. THE REAL CHEMISTRY 401K SAVINGS PLAN | SAN FRANCISCO CA | 1,866 | $223.3M | $1.8M |
| 2 | CDC DENTAL MANAGEMENT CO., LLC DBA KIDS CARE DENTAL GROUP KIDS CARE DENTAL GROUP 401(K) PLAN | RANCHO CORDOVA CA | 373 | $11.9M | $146K |
| 3 | MIRACLE HOME HEALTH CARE INC |
LOS ANGELES CA |
| 95 |
| $3.9M |
| $2K |
