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 Mid Cap in their Schedule of Assets, totaling $13.6M 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 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $12.3M |
| 2 | PRIME GROUP LLC PRIME ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | BELLEVUE WA | 324 | $36.4M | $1.2M |
| 3 | GROENDYKE TRANSPORT INC GROENDYKE TRANSPORT INC 401(K) PLAN |
ENID OK |
| 1,216 |
| $62.5M |
| $75K |
| 4 | SOUTHWEST CARE CENTER SOUTHWEST CARE CENTER 401(K) PROFIT SHARING PLAN | SANTA FE NM | 134 | $7.1M | $29K |