Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding John Hancock Funds Disciplined Value Mutual fund N/A in their Schedule of Assets, totaling $1.1M 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 | TFC, INC. TFC, INC. 401(K) PLAN | FARGO ND | 1,340 | $81.6M | $851K |
| 2 | SWANSON HEALTH PRODUCTS, INC. SWANSON HEALTH PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 458 | $29.5M | $220K |
| 3 | QSC, LLC TRIVISTA COMPANIES, INC. EMPLOYEES' 401(K) PLAN |
ALTOONA IA |
| 40 |
| $10.9M |
| $27K |