Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding John Hancock John Hancock Disciplined Value - in their Schedule of Assets, totaling $197.7M 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 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN | MINNEAPOLIS MN | 24,777 | $3.3B | $161.5M |
| 2 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN FOR MNA EMPLOYEES | MINNEAPOLIS MN | 4,784 | $454.8M | $25.0M |
| 3 | BD. OF TRUST. OF STATIONARY ENGINEERS LOC. 39 ANNUITY |
DUBLIN CA |
| 6,736 |
| $314.9M |
| $4.8M |
| 4 | PELLA REGIONAL HEALTH CENTER PELLA REGIONAL HEALTH CENTER 401(K) PLAN | PELLA IA | 944 | $101.5M | $1.6M |
| 5 | HERTRICH FAMILY OF AUTOMOBILE DEALERS HERTRICH FAMILY OF AUTOMOBILE DEALERS 401 (K) PLAN | SEAFORD DE | 915 | $41.8M | $1.1M |
| 6 | MID AMERICA PHYSICIAN SERVICES, LLC MID AMERICA PHYSICIAN SERVICES, LLC 401(K) PLAN | SHAWNEE MISSION KS | 192 | $36.4M | $701K |
| 7 | HUGHES FEDERAL CREDIT UNION HUGHES FEDERAL CREDIT UNION 401(K) PLAN | TUCSON AZ | 289 | $27.5M | $440K |
| 8 | PUNA PLANTATION HAWAII, LTD. KTA SUPER STORES 401(K) PROFIT SHARING PLAN | HILO HI | 518 | $35.4M | $388K |
| 9 | MIDAMERICA HOTELS CORPORATION MIDAMERICA HOTELS CORPORATION PROFIT SHARING PLAN | CAPE GIRARDEAU MO | 474 | $30.6M | $376K |
| 10 | MIDWEST ORTHOPAEDIC CENTER S.C. MIDWEST ORTHOPAEDIC CENTER S.C. 401(K) PROFIT SHARING PLAN | PEORIA IL | 115 | $51.8M | $245K |
