Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Franklin Templeton Investments Putnam Large Cap Value Fund Class R6 in their Schedule of Assets, totaling $61.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PIH HEALTH, INC PIH HEALTH, INC. 403(B) PLAN | WHITTIER CA | 7,342 | $423.3M | $20.0M |
| 2 | LOANDEPOT.COM, LLC LOANDEPOT.COM, LLC 401(K) PLAN | IRVINE CA | 4,828 | $397.5M | $13.8M |
| 3 | PIH HEALTH GOOD SAMARITAN HOSPITAL THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN |
LOS ANGELES CA |
| 1,228 |
| $234.7M |
| $11.9M |
| 4 | WALBRIDGE ALDINGER COMPANY WALBRIDGE PROFIT SHARING 401(K) PLAN | DETROIT MI | 1,074 | $158.1M | $8.3M |
| 5 | PIH HEALTH PIH HEALTH, INC. 401(A) PLAN | WHITTER CA | 7,079 | $193.6M | $6.0M |
| 6 | NCGCARE, INC. NCGCARE, INC. 401(K) PROFIT SHARING PLAN | RICHMOND VA | 1,227 | $15.2M | $584K |
| 7 | VELOCITY COMMERCIAL CAPITAL 401K PL VELOCITY COMMERCIAL CAPITAL, LLC | WESTLAKE VILLAGE CA | 289 | $22.2M | $305K |
| 8 | BUSINESS OWNER'S LIABILITY TEAM, LLC BOLT 401(K) PLAN | ATLANTA GA | 166 | $9.9M | $56K |
| 9 | SIERRA CIRCUITS, INC. SIERRA CIRCUITS, INC. 401(K) PLAN | SUNNYVALE CA | 417 | $30.9M | $38K |
| 10 | SCOSCHE INDUSTRIES, INC. SCOSCHE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | OXNARD CA | 163 | $25.7M | $17K |
