Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding John Hancock USA Putnam Large Cap Value Fund in their Schedule of Assets, totaling $775K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WOODSMAN KITCHENS & FLOORS, INC. WOODSMAN KITCHENS & FLOORS, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 146 | $12.8M | $429K |
| 2 | WOLFF PRINCIPAL HOLDINGS, L.P. ALVIN J. WOLFF PROFIT SHARING PLAN | SCOTTSDALE AZ | 420 | $28.0M | $306K |
| 3 | POLARIS HOME FUNDING CORPORATION |
GRANDVILLE MI |
| 131 |
| $11.0M |
| $40K |