Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Core Equity Fund Mutual fund in their Schedule of Assets, totaling $2.6M 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 | LYONS MAGNUS, LLC LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN | FRESNO CA | 898 | $54.0M | $2.1M |
| 2 | AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION AAFMAA ENTITY 401K PLAN | RESTON VA | 129 | $10.9M | $434K |
| 3 | HAMPTON TEDDER ELECTRIC COMPANY HAMPTON TEDDER ELECTRIC COMPANY PROFIT SHARING PLAN |
MONTCLAIR CA |
| 151 |
| $26.6M |
| $16K |
