Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock Funds Disciplined Value Fund Registered investment company in their Schedule of Assets, totaling $428K 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 | NOSLER, INC. NOSLER, INC. 401(K) SALARY REDUCTION PLAN | BEND OR | 177 | $16.4M | $229K |
| 2 | COMMUNITY HEALTH CARE, INC COMPLETECARE HEALTH NETWORK RETIREMENT PLAN | BRIDGETON NJ | 247 | $21.2M | $199K |
