Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 85 retirement plans report an interest in this investment, totaling $21.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Putnam Large CAP Value Fund, Putnam Large CAP Value, Putnam Large CAP Value Y, Putnam Large CAP Value A, Putnam Large CAP Value FD, Putnam Large CAP Value Fund Y. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ANALOGIC CORPORATION ANALOGIC 401(K) PLAN | PEABODY MA | 563 | $179.3M | $11.2M |
| 2 | PCF INSURANCE SERVICES OF THE WEST, LLC PCF 401(K) PLAN | LINDON UT | 2,693 | $109.1M | $2.9M |
| 3 | BOARD OF TRUSTEES OF CONCRETE BLOCK EMPLOYERS TR CONCRETE BLOCK EMPLOYERS PENSION PLAN | SUN VALLEY CA | 195 | $22.9M | $2.3M |
| 4 | MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP 401(K) PLAN | LOS ANGELES CA | 219 | $54.8M | $1.3M |
| 5 | JON-DON, LLC JON-DON, LLC EMPLOYEES' 401(K) PLAN | HOPEDALE MA | 424 | $27.8M | $1.2M |
| 6 | GALACTIC, INC. GALACTIC EMPLOYER SERVICES 401(K) PLAN | VESTAVIA AL | 904 | $32.1M | $1.1M |
| 7 | AMERICAN LANDSCAPING PARTNERS, LLC AMERICAN LANDSCAPING PARTNERS 401(K) PLAN | BRENTWOOD TN | 624 | $20.5M | $1.0M |
| 8 | TRADITIONAL MEDICINALS, INC TRADITIONAL MEDICINALS, INC. PROFIT SHARING & RETIREMENT PLAN | COTATI CA | 230 | $28.0M | $1.0M |
| 9 | UT LE BONHEUR PEDIATRIC SPECIALISTS, INC. ULPS EMPLOYEE SAVINGS PLAN | MEMPHIS TN | 238 | $66.6M | $935K |
| 10 | BUCH CONSTRUCTION, INC. BUCH CONSTRUCTION, INC. EMPLOYEES' 401(K) PLAN | FULTON MD | 179 | $21.5M | $914K |
