Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Manning & Napier Manning & Napier Disciplined Value Z in their Schedule of Assets, totaling $55K 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 | MOUNTAINSIDE TREATMENT CENTER MOUNTAINSIDE RETIREMENT SAVINGS PLAN | CANAAN CT | 356 | $10.2M | $55K |
