Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 102 retirement plans report an interest in this investment, totaling $841.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Putnam Large CAP Value Trust IA, Putnam Large CAP Value IA, Putnam Large CAP Value Trust; IA, Putnam Large-cap Value Trust IA. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 17,704 | $7.4B | $140.7M |
| 2 | GENERAL ATOMICS GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 12,686 | $2.8B | $122.1M |
| 3 | ERICSSON INC. ERICSSON US 401(K) PLAN | PLANO TX | 4,401 | $3.8B | $120.0M |
| 4 | BVH, INC. BLACK & VEATCH MASTER TRUST | OVERLAND PARK KS | — | $1.8B | $88.9M |
| 5 | BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH MASTER TRUST | KANSAS CITY MO | — | $1.6B | $77.3M |
| 6 | PUTNAM INVESTMENTS, LLC THE PUTNAM RETIREMENT PLAN | GREENWOOD VILLAGE CO | 0 | $555.8M | $49.5M |
| 7 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN | NEW YORK NY | 15,230 | $1.5B | $28.7M |
| 8 | HNTB HOLDINGS LTD. HNTB RETIREMENT AND SAVINGS PLAN | KANSAS CITY MO | 6,881 | $623.0M | $27.3M |
| 9 | CLARK CONSTRUCTION GROUP LLC CLARK GROUP RETIREMENT PLAN | BETHESDA MD | 2,919 | $1.0B | $14.0M |
| 10 | CITCO TECHNOLOGY MANAGEMENT, INC. CITCO TECHNOLOGY MANAGEMENT, INC. 401(K) RETIREMENT PLAN | FT LAUDERDALE FL | 761 | $271.2M | $12.5M |
