Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding John Hancock III-Disc Mid Cap Value Mutual Fund (1) in their Schedule of Assets, totaling $928K 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 | MORGAN SERVICES, INC. MORGAN SERVICES, INC. SAVINGS PLUS PLAN | CHICAGO IL | 619 | $32.8M | $928K |
