Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock Jhancock Disciplined Value Mid Cap I in their Schedule of Assets, totaling $631K 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 | INDEPENDENCE ENERGY MANAGEMENT, LLC INDEPENDENCE ENERGY MANAGEMENT, LLC 401(K) PLAN | HOUSTON TX | 884 | $79.0M | $562K |
| 2 | W.T. HUMPHREY, INC. W.T. HUMPHREY, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE NC | 130 | $11.4M | $69K |
