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 Mid Cap Fund Class R6 Registered Investment Company in their Schedule of Assets, totaling $1.2M 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 | PHELPS DUNBAR, LLP PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN | NEW ORLEANS LA | 727 | $294.9M | $1.1M |
| 2 | CONTROL RISKS GROUP, LLC CONTROL RISKS GROUP, LLC PROFIT SHARING PLAN | WASHINGTON DC | 342 | $42.2M | $87K |
