Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding John Hancock Funds Disciplined Value Mid Cap Fund Class I Mutual Funds in their Schedule of Assets, totaling $168K 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 | KRUSE WESTERN HOLDINGS, LLC KRUSE WESTERN HOLDINGS, LLC 401(K) AND PROFIT SHARING PLAN | GOSHEN CA | 82 | $13.9M | $168K |
