Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding John Hancock Funds Disciplined Value Mid Cap Fund Class R6 # in their Schedule of Assets, totaling $44.8M 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 | PLAINS ALL AMERICAN GP LLC PLAINS ALL AMERICAN 401(K) PLAN | HOUSTON TX | 3,053 | $625.5M | $18.6M |
| 2 | VERADIGM LLC VERADIGM LLC. RETIREMENT SAVINGS PLAN | RALEIGH NC | 1,790 | $605.0M | $15.1M |
| 3 | ULTRA CLEAN TECHNOLOGY SYSTEMS AND SERVICE, INC. UCT RETIREMENT SAVINGS PLAN |
HAYWARD CA |
| 1,772 |
| $147.0M |
| $2.0M |
| 4 | OHIO TRANSMISSION HOLDING LLC OHIO TRANSMISSION HOLDING LLC 401(K) PLAN | COLUMBUS OH | 1,761 | $151.2M | $2.0M |
| 5 | UBER FREIGHT US LLC UBER FREIGHT RETIREMENT SAVINGS PLAN | FRISCO TX | 3,081 | $212.5M | $1.9M |
| 6 | CONSIGLI CONSTRUCTION CO., INC. CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST | MILFORD MA | 1,808 | $225.1M | $1.9M |
| 7 | VEOLIA UTILITY RESOURCES LLC VEOLIA WATER RESOURCES 401(K) SAVINGS PLAN | PARAMUS NJ | 2,124 | $292.2M | $1.3M |
| 8 | HENRY STREET SETTLEMENT HENRY STREET SETTLEMENT 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 582 | $32.0M | $902K |
| 9 | ENESCO, LLC ENESCO, LLC RETIREMENT PLAN | ITASCA IL | 148 | $50.5M | $274K |
| 10 | VENTURA ORTHOPEDICS MEDICAL GROUP, INC. VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | CAMARILLO CA | 234 | $35.7M | $265K |
