Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding John Hancock Funds Disciplined Value Mid Cap Fund Class I Mutual fund in their Schedule of Assets, totaling $999K 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 | TOPIDERM, INC. TOPIDERM, INC. 401(K) PLAN | AMITYVILLE NY | 377 | $14.3M | $409K |
| 2 | LENSING WHOLESALE INC. LENSING WHOLESALE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | EVANSVILLE IN | 135 | $13.1M | $270K |
| 3 | FUSCOE ENGINEERING INC FUSCOE ENGINEERING, INC. 401K PROFIT SHARING PLAN & TRUST |
IRVINE CA |
| 154 |
| $36.9M |
| $153K |
| 4 | ONPATH FEDERAL CREDIT UNION ONPATH FEDERAL CREDIT UNION | METAIRIE LA | 253 | $13.0M | $135K |
| 5 | CHESTNUT DENTAL ASSOCIATES, P.C. CHESTNUT DENTAL ASSOCIATES, P.C. PROFIT SHARING PLAN | NEEDHAM MA | 138 | $27.5M | $31K |
