Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding John Hancock John Hancock Funds Disciplined Value Mid Cap Fund Class R6 in their Schedule of Assets, totaling $18.3M 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 | RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN | AUSTIN TX | 1,428 | $1.0B | $3.8M |
| 2 | EAB GLOBAL, INC. EAB GLOBAL, INC. 401(K) PLAN | WASHINGTON DC | 1,822 | $204.8M | $3.4M |
| 3 | DFCU FINANCIAL DFCU FINANCIAL 401(K) PLAN |
| 626 |
| $130.7M |
| $3.1M |
| 4 | IPS- INTEGRATED PROJECT SERVICES, LLC IPS & AFFILIATES 401(K) PLAN | BLUE BELL PA | 1,440 | $188.5M | $2.8M |
| 5 | RADIOLOGY PARTNERS INC RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 4,389 | $412.4M | $1.9M |
| 6 | HOWARD COUNTY GENERAL HOSPITAL, INC HOWARD COUNTY GENERAL HOSPITAL, INC. 401(K) PLAN | BALTIMORE MD | 1,921 | $188.9M | $1.5M |
| 7 | CORBY ENERGY SERVICES, INC. CONSTRUCTION MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | BELLEVILLE MI | 385 | $15.6M | $581K |
| 8 | DAISY BRAND, LLC DAISY BRAND RETIREMENT PLAN | DALLAS TX | 863 | $155.2M | $375K |
| 9 | NEXTSOURCE, INC. NEXTSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | NASHVILLE TN | 5,334 | $27.3M | $299K |
| 10 | RADIOLOGY PARTNERS INC RADIOLOGY PARTNERS, INC. ASSOCIATE PLAN | AUSTIN TX | 814 | $129.7M | $224K |
