Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 211 retirement plans report an interest in this investment, totaling $5.2B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 13 name variants: Putnam Large CAP Value Trust I, Putnam Large CAP Value Trust, Putnam Large CAP Value I Trust, Putnam Large CAP Value Fund, Putnam Large CAP Value CIT, Putnam Large CAP Value Trust CIT, Putnam Large CAP Value, Putnam Large CAP Value Trust Cl-i, +5 more. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GREAT GRAY TRUST COMPANY, LLC LARGE CAP VALUE FUND | LAS VEGAS NV | — | $3.9B | $3.9B |
| 2 | THE TJX COMPANIES, INC. THE TJX COMPANIES, INC. 401(K) SAVINGS PLAN | FRAMINGHAM MA | 294,348 | $3.7B | $249.2M |
| 3 | BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY | FLUSHING NY | 23,406 | $8.0B | $164.1M |
| 4 | JACK HENRY & ASSOCIATES INC JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN | ALLEN TX | 7,243 | $1.4B | $113.3M |
| 5 | CNH INDUSTRIAL U.S.A. RETIREMENT BOARD CNH INDUSTRIAL U.S.A. DEFINED CONTRIBUTION MASTER TRUST | RACINE WI | — | $2.3B | $86.1M |
| 6 | HENKEL OF AMERICA, INC. HENKEL 401(K) AND DEFINED CONTRIBUTION PLAN | STAMFORD CT | 6,972 | $2.4B | $72.0M |
| 7 | L BRANDS SERVICE COMPANY LLC BATH & BODY WORKS, INC. 401(K) SAVINGS AND RETIREMENT PLAN | COLUMBUS OH | 18,826 | $1.2B | $69.4M |
| 8 | PRO MACH, INC. PRO MACH, INC. RETIREMENT SAVINGS PLAN | COVINGTON KY | 3,456 | $485.8M | $66.8M |
| 9 | GREAT GRAY TRUST COMPANY, LLC FLEXPATH INDEX+ MODERATE 2045 FUND | LAS VEGAS NV | — | $1.5B | $51.8M |
| 10 | KIRBY CORPORATION KIRBY 401K PLAN | HOUSTON TX | 5,146 | $850.1M | $51.8M |
