Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding John Hancock John Hancock Funds Disciplined Value Mid-Cap Fund in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AEES, INC. PKC GROUP 401(K) SAVINGS & PROFIT SHARING PLAN | FARMINGTON HILLS MI | 197 | $53.5M | $941K |
| 2 | SFM MUTUAL INSURANCE COMPANY SFM MUTUAL INSURANCE COMPANY SAVINGS AND RETIREMENT PLAN | BLOOMINGTON MN | 353 | $91.7M | $872K |
| 3 | CAPITAL AREA PEDIATRICS, INC. |
OAKTON VA |
| 177 |
| $39.3M |
| $804K |
| 4 | PARFUMS DE COEUR, LTD. PARFUMS DE COEUR, LTD. PROFIT SHARING 401(K) PLAN | STAMFORD CT | 113 | $19.6M | $225K |
| 5 | FUTURE PIPE INDUSTRIES, INC. FUTURE PIPE INDUSTRIES, INC 401(K) PLAN | HOUSTON TX | 159 | $3.8M | $64K |
| 6 | LA FAMILIA MEDICAL CENTER LA FAMILIA MEDICAL CENTER 403(B) TAX DEFERRED RETIREMENT PLAN | SANTA FE NM | 163 | $12.5M | $56K |
| 7 | ERIE CONSTRUCTION MID-WEST, INC. ERIE CONSTRUCTION MID-WEST, INC. 401(K) RETIREMENT PLAN | TOLEDO OH | 1,076 | $12.1M | $50K |
| 8 | RP PROFESSIONAL SERVICES, LLC RP PROFESSIONAL SERVICES 401(K) PLAN | ASHBURN VA | 132 | $3.2M | $4K |
