Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding John Hancock John Hancock Disciplined Value Fund; Class R6 in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN | WASHINGTON DC | 368 | $25.2M | $2.3M |
| 2 | NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES NATIONAL TRUST FOR HISTORIC PRESERVATION DEFINED CONTRIBUTION PENSION PLAN | WASHINGTON DC | 363 | $21.1M | $2.0M |
| 3 |
NOVI MI |
| 713 |
| $82.5M |
| $1.7M |
| 4 | DAILY NEWS LP NEW YORK DAILY NEWS DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER CO | 27 | $40.3M | $91K |
