Mid Value Fund

U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.

Plans holding

Total parsed position

$60.2M

Data source

Schedule of Assets

Plans holding this fundranked by position size

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#	Sponsor / Plan	Location	Participants	Plan assets (EOY)	Position
1	JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A MASTER TRUST FOR THE INVESTMENT - INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES, TIP AND THE JOHN HANCOCK SAVINGS AND INVESTMENT PLAN, SIP	BOSTON MA	—	$2.5B	$23.1M
2	JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A THE INVESTMENT-INCENTIVE PLAN FOR JOHN HANCOCK EMPLOYEES	BOSTON MA	4,860	$2.4B	$22.0M
3	VIRGINIA UROLOGY CENTER, P.C. VIRGINIA UROLOGY CENTER, P.C. PROFIT SHARING PLAN	RICHMOND VA	392	$99.0M	$10.2M
4	MULLER ENGINEERING COMPANY, INC. MULLER ENGINEERING COMPANY, INC. 401(K) PLAN	LAKEWOOD CO	140	$43.7M	$1.5M
5	JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A JOHN HANCOCK SAVINGS AND INVESTMENT PLAN	BOSTON MA	33	$116.3M	$1.1M
6	GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN	NEW BRAUNFELS TX	227	$46.4M	$856K
7	GCON MANAGEMENT COMPANY, LLC GCON 401(K) PLAN	PHOENIX AZ	174	$15.4M	$572K
8	LITTLE RIVER BAND OF OTTAWA INDIANS LITTLE RIVER BAND OF OTTAWA INDIANS 401K PROFIT SHARING PLAN & TRUST	MANISTEE MI	190	$8.8M	$224K
9	HIGH GRADE MATERIALS COMPANY HIGH GRADE 401K RETIREMENT PLAN	GREENVILLE MI	358	$14.9M	$141K
10	ADVANCED PROCESS TECHNOLOGIES, INC. ADVANCED PROCESS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN	COKATO MN	138	$18.2M	$124K

See all 21 plans holding Mid Value Fund

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