Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding John Hancock Putnam Large-Cap Value Fund in their Schedule of Assets, totaling $1.7M 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 | TOBIN LUCKS, LLP TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN | WEST HILLS CA | 137 | $24.5M | $578K |
| 2 | ENGENDREN, LLC DBA IEA, LLC ENGENDREN CORPORATION 401(K) PLAN | KENOSHA WI | 215 | $7.5M | $539K |
| 3 | BART & ASSOCIATES, LLC B&A 401(K) PLAN |
MCLEAN VA |
| 152 |
| $20.5M |
| $351K |
| 4 | SIMCORP USA INC. SIMCORP USA INC. 401(K) PLAN | NEW YORK NY | 131 | $30.4M | $100K |
| 5 | LIBERTY ELECTRONICS, INC. LIBERTY ELECTRONICS, INC. 401(K) PLAN | FRANKLIN PA | 371 | $12.9M | $86K |
| 6 | AVADIM HOLDINGS, INC. AVADIM HEALTH 401(K) RETIREMENT PLAN | SWANNANOA NC | 70 | $3.3M | $71K |
| 7 | A-1 INDUSTRIES OF FLORIDA, INC. A-1 INDUSTRIES RETIREMENT PLAN | FORT PIERCE FL | 513 | $5.3M | $19K |
