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 Fund in their Schedule of Assets, totaling $25.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNION HOSPITAL, INC. UNION HEALTH 403(B)RETIREMENT PLAN | TERRE HAUTE IN | 3,369 | $232.8M | $24.8M |
| 2 | POWELL'S BOOKS, INC. POWELL'S BOOKS RETIREMENT 401(K) AND SAVINGS PLAN | PORTLAND OR | 312 | $30.5M | $732K |
| 3 | CLARUS COMMERCE LLC DBA EBBO EBBO 401(K) PLAN |
ROCKY HILL CT |
| 176 |
| $22.4M |
| $4K |
