Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PUTNAM CORE EQUITY A in their Schedule of Assets, totaling $501K 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 | ELM ELM LOCATING AND UTILITY SERVICES 401(K) PLAN | PEORIA IL | 1,188 | $14.2M | $375K |
| 2 | NYC ALLIANCE GROUP, LLC NYC ALLIANCE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 351 | $8.3M | $107K |
| 3 | JCM BUSINESS SOLUTIONS, LLC JCM BUSINESS SOLUTIONS, LLC 401(K) PLAN |
SEAFORD NY |
| 367 |
| $5.5M |
| $19K |
