Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding John Hancock Fundamental Large Cap Value Fund N/A in their Schedule of Assets, totaling $116K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BURGESON'S HEATING AND AIR CONDITIONING, IN. BURGESON'S HEATING AND AIR CONDITIONING, INC. 401K PLAN | REDLANDS CA | 132 | $10.6M | $113K |
| 2 | FIRST WESTERN BANCSHARES, INC. FIRST WESTERN BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | BOONEVILLE AR | 120 | $18.6M | $3K |
