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 Funds Disciplined Value Mid Cap in their Schedule of Assets, totaling $2.3M 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 | ANDERSON HOLDINGS ANDERSON HOLDINGS 401(K) SAVINGS PLAN | LOS ANGELES CA | 74 | $93.2M | $1.5M |
| 2 | VINTAGE WINE ESTATES VINTAGE WINE ESTATES 401(K) PLAN | SANTA ROSA CA | 526 | $28.9M | $710K |
| 3 | H2 HOLDCO, INC. DBA H2HEALTH H2 HEALTH 401(K) PLAN |
JACKSONVILLE FL |
| 3,020 |
| $19.1M |
| $152K |
| 4 | CHICAGO COMMONS ASSOCIATION 403(B) THRIFT PLAN OF CHICAGO COMMONS ASSOCIATION | CHICAGO IL | 246 | $4.9M | $1K |
