Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding John Hancock JHancock Disciplined Value Mid Cap in their Schedule of Assets, totaling $3.1M 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 | HOLDING COMPANY OF THE VILLAGES, INC. HOLDING COMPANY OF THE VILLAGES, INC. EMPLOYEES SAVINGS PLAN | MIDDLETON FL | 1,912 | $100.4M | $2.1M |
| 2 | BANNER & WITCOFF, LTD. BANNER & WITCOFF, LTD. 401(K) PROFIT SHARING PLAN & TRUST | CHICAGO IL | 247 | $204.7M | $845K |
| 3 | DIRECT DISTRIBUTORS, INC. |
GARNER NC |
| 280 |
| $11.9M |
| $132K |