Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding John Hancock, USA JPMorgan MidCap Value Fund in their Schedule of Assets, totaling $1.1M 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 | WOLFF PRINCIPAL HOLDINGS, L.P. ALVIN J. WOLFF PROFIT SHARING PLAN | SCOTTSDALE AZ | 420 | $28.0M | $332K |
| 2 | F & W FORESTRY SERVICES, INC. F & W FORESTRY SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN & TRUST | ALBANY GA | 204 | $21.1M | $207K |
| 3 | KERKERING, BARBERIO & CO. |
SARASOTA FL |
| 138 |
| $28.3M |
| $190K |
| 4 | DELI MANAGEMENT, INC. DELI MANAGEMENT, INC. SAVINGS AND INCENTIVE RETIREMENT PLAN | BEAUMONT TX | 3,993 | $30.8M | $139K |
| 5 | WALSH GALLEGOS KYLE ROBINSON & ROALSON P.C. WALSH GALLEGOS 401(K) PLAN | SAN ANTONIO TX | 128 | $41.4M | $137K |
| 6 | G S LONG CO INC G S LONG CO INC 401K PROFIT SHARING PLAN | UNION GAP WA | 176 | $33.7M | $112K |
| 7 | PENNY NEWMAN GRAIN COMPANY, INC. PENNY NEWMAN GRAIN COMPANY, INC. RETIREMENT PLAN | FRESNO CA | 183 | $21.8M | $6K |
| 8 | THE WISE COMPANY, LLC THE WISE COMPANY, LLC PROFIT SHARING PLAN AND TRUST | SAVANNAH TN | 180 | $4.5M | $2K |
