Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding John Hancock Funds Disciplined Value Mid Cap Fund - in their Schedule of Assets, totaling $18.4M 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 | CHICKASAW NATION CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) PLAN | ADA OK | 8,384 | $382.9M | $9.0M |
| 2 | SUFFOLK UNIVERSITY SUFFOLK UNIVERSITY EMPLOYEE RETIREMENT PLAN | BOSTON MA | 1,700 | $531.2M | $4.1M |
| 3 | CABLE TELEVISION LABORATORIES, INC. CABLE TELEVISION LABORATORIES, INC. PROFIT SHARING PLAN | LOUISVILLE CO | 203 | $121.2M | $1.1M |
| 4 | KTGY GROUP, INC. KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN | IRVINE CA | 366 | $66.8M | $1.0M |
| 5 | SUNCOKE ENERGY, INC. SUNCOKE 401(K) PLAN | LISLE IL | 720 | $195.9M | $859K |
| 6 | SABRE PLUMBING HEATING & AIR CONDITIONING INC. DEER LAKE PARTNERS HOLDINGS 401(K) PROFIT SHARING PLAN | PLYMOUTH MN | 246 | $9.2M | $518K |
| 7 | PATHWAY VET ALLIANCE LLC PATHWAY VET ALLIANCE LLC 401K PLAN | AUSTIN TX | 9,520 | $208.5M | $357K |
| 8 | CAERUS US 1 INC. NORSTELLA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,635 | $96.6M | $327K |
| 9 | PITLIK & WICK, INC. PITLIK & WICK, INC. 401(K) PROFIT SHARING PLAN | EAGLE RIVER WI | 160 | $22.9M | $256K |
| 10 | ALLVUE SYSTEMS, LLC ALLVUE 401(K) PLAN | CORAL GABLES FL | 336 | $51.9M | $249K |