Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding John Hancock** Mid Value Fund in their Schedule of Assets, totaling $2.9M 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 | WILLIAMS-KEEPERS LLC WILLIAMS-KEEPERS LLC 401(K) PLAN | COLUMBIA MO | 121 | $29.9M | $791K |
| 2 | WEIMER BEARING & TRANSMISSION, INC. WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN | GERMANTOWN WI | 375 | $63.2M | $715K |
| 3 | WORDEN-MARTIN INC WORDEN-MARTIN EMPLOYEE 401(K) PLAN |
SAVOY IL |
| 134 |
| $10.7M |
| $170K |
| 4 | RUSSELLVILLE ENGINEERED CASTINGS, INC. RUSSELLVILLE ENGINEERED CASTINGS, INC. 401(K) PLAN | RUSSELLVILLE KY | 104 | $7.3M | $165K |
| 5 | AMERICAN CONTRACT BRIDGE LEAGUE INC. AMERICAN CONTRACT BRIDGE LEAGUE 401(K) RETIREMENT PLAN | HORN LAKE MS | 85 | $13.7M | $144K |
| 6 | PARKER TOWING COMPANY, INC. PARKER TOWING COMPANY, INC. 401(K) PROFIT SHARING PLAN | TUSCALOOSA AL | 451 | $45.0M | $143K |
| 7 | SERVBANK SERVBANK 401(K) PROFIT SHARING PLAN | OSWEGO IL | 529 | $31.1M | $118K |
| 8 | ELDERSPAN MANAGEMENT, LLC ELDERSPAN MANAGEMENT, LLC PROFIT SHARING PLAN | MADISON WI | 263 | $7.7M | $111K |
| 9 | VIPS INDUSTRIES INC VIP'S INDUSTRIES INC 401K CASH OR DEFERRED SAVINGS PLAN | SALEM OR | 121 | $6.8M | $108K |
| 10 | HIGHLANDS ONCOLOGY GROUP, P.A. HIGHLANDS ONCOLOGY GROUP, P.A. 401(K) PLAN | SPRINGDALE AR | 740 | $54.0M | $71K |
