Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding John Hancock Funds Disciplined Value Mid Cap Fund Class R6 # in their Schedule of Assets, totaling $41.7M 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 | 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 | VEOLIA UTILITY RESOURCES LLC VEOLIA WATER RESOURCES 401(K) SAVINGS PLAN | PARAMUS NJ | 2,124 | $292.2M | $1.3M |
| 7 | VENTURA ORTHOPEDICS MEDICAL GROUP, INC. VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | CAMARILLO CA | 234 | $35.7M | $265K |
| 8 | MOLDEX METRIC, INC. MOLDEX-METRIC, INC. PROFIT SHARING PLAN & TAX SHELTERED 401(K) RETIREMENT PLAN | CULVER CITY CA | 217 | $34.0M | $179K |
| 9 | KHOROS KHOROS 401(K) PLAN | AUSTIN TX | 343 | $63.2M | $135K |
| 10 | GREENLEAVES CAPITAL, LLC PHARR 401(K) PLAN | MCADENVILLE NC | 48 | $15.6M | $129K |
