Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding John Hancock John Hancock Disciplined Value Mid Cap Fund Class R6 in their Schedule of Assets, totaling $2.5M 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 | BROOKWOOD FINANCIAL PARTNERS, LLC BROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN | BEVERLY MA | 86 | $13.9M | $1.0M |
| 2 | CW FINANCIAL SERVICES LLC CW FINANCIAL SERVICES LLC INVESTMENT PLAN | WASHINGTON DC | 148 | $34.5M | $580K |
| 3 | NATIONAL PARTNERS IN HEALTHCARE, LLC |
RICHARDSON TX |
| 482 |
| $50.0M |
| $308K |
| 4 | MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN | WILLIAMSVILLE NY | 200 | $29.1M | $249K |
| 5 | BW GAS & CONVENIENCE HOLDINGS, LLC BW GAS & CONVENIENCE HOLDINGS, LLC 401(K) PLAN | FORT WORTH TX | 3,450 | $26.9M | $222K |
| 6 | RESOLUTION MEDICAL MIDCO LLC RESOLUTION MEDICAL 401(K) PLAN | FRIDLEY MN | 184 | $10.3M | $103K |
