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 R6 Registered Investment Company in their Schedule of Assets, totaling $1.5M 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 | QUEST SOFTWARE INC. QUEST SOFTWARE INC. 401(K) PLAN | ALISO VIEJO CA | 968 | $299.5M | $868K |
| 2 | AIS HOLDING COMPANY LLC AVAIL INFRASTRUCTURE SOLUTIONS RETIREMENT SAVINGS PLAN | SUWANEE GA | 1,343 | $80.9M | $660K |
