Form 5500 Search

Putnam Large CAP Value Trust IA

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 106 retirement plans report an interest in this investment, totaling $852.8M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
106
Reported interest (EOY)
$852.8M
Data source
DOL Form 5500 · Schedule D

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.

Plans holding Putnam Large CAP Value Trust IAranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLAN
NEW YORK
NY
17,704$7.4B$140.7M
2GENERAL ATOMICS
GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLAN
SAN DIEGO
CA
12,686$2.8B$122.1M
3ERICSSON INC.
ERICSSON US 401(K) PLAN
PLANO
TX
4,401$3.8B$120.0M
4BVH, INC.
BLACK & VEATCH MASTER TRUST
OVERLAND PARK
KS
$1.8B$88.9M
5BLACK & VEATCH HOLDING COMPANY
BLACK & VEATCH MASTER TRUST
KANSAS CITY
MO
$1.6B$77.3M
6PUTNAM INVESTMENTS, LLC
THE PUTNAM RETIREMENT PLAN
GREENWOOD VILLAGE
CO
0$555.8M$49.5M
7MARSH & MCLENNAN COMPANIES, INC.
MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN
NEW YORK
NY
15,230$1.5B$28.7M
8HNTB HOLDINGS LTD.
HNTB RETIREMENT AND SAVINGS PLAN
KANSAS CITY
MO
6,881$623.0M$27.3M
9CLARK CONSTRUCTION GROUP LLC
CLARK GROUP RETIREMENT PLAN
BETHESDA
MD
2,919$1.0B$14.0M
10CITCO TECHNOLOGY MANAGEMENT, INC.
CITCO TECHNOLOGY MANAGEMENT, INC. 401(K) RETIREMENT PLAN
FT LAUDERDALE
FL
761$271.2M$12.5M
See all 106 plans holding Putnam Large CAP Value Trust IA
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