Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $653K in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Putnam Large CAP Value Trust 1, Putnam Large CAP Value 1 Trust. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | KANTHEA HOLDINGS INC. KANTHEA HOLDINGS, INC. PENSION TRANSFER TRUST PLAN | ROWLAND HEIGHTS CA | 2 | — | $269K |
| 2 | DLS INVESTMENTS, INC. DLS INVESTMENTS, INC. PENSION TRANSFER TRUST PLAN | DECATUR IL | 9 | — | $92K |
| 3 | DEB VENTURES INC. DEB VENTURES INC. PENSION TRANSFER TRUST PLAN | BOCA RATON FL | 4 | — | $68K |
| 4 | CARIBE FEDERAL CREDIT UNION CARIBE FEDERAL CREDIT UNION EMPLOYEES PENSION PLAN | HATO REY PR | 144 | — | $54K |
| 5 | CARROLL INDUSTRIES CARROLL INDUSTRIES, INC. PENSION TRANSFER TRUST PLAN | KANSAS CITY MO | 8 | — | $44K |
| 6 | OPENTECH ALLIANCE, INC. OPENTECH ALLIANCE 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 163 | $4.9M | $41K |
| 7 | SOUTHEAST LAWN CARE, INC. SOUTHEAST LAWN CARE, INC. - PENSION TRANSFER TRUST PLAN | RIDGE SPRING SC | 8 | — | $28K |
| 8 | TLG ENTERPRISES, INC. TLG ENTERPRISES, INC. PENSION TRANSFER TRUST PLAN | SAN JOSE CA | 20 | — | $27K |
| 9 | FLORIAN INDUSTRIES, INC. FLORIAN INDUSTRIES INC. PENSION TRANSFER TRUST PLAN | BRISBANE CA | 20 | — | $13K |
| 10 | BETCHER VENTURES INC. BETCHER VENTURES INC. PENSION TRANSFER TRUST PLAN | GIG HARBOR WA | 10 | — | $6K |
