Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Franklin Templeton Investments Putnam Large-Cap Value Fund in their Schedule of Assets, totaling $10.5M 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 | AVEVA INC. AVEVA INC. 401(K) PLAN | HOUSTON TX | 1,691 | $485.9M | $8.6M |
| 2 | MC2 CIVIL, LLC MC2 CIVIL, LLC 401(K) PLAN | HOUSTON TX | 358 | $10.5M | $797K |
| 3 | SAC WIRELESS, LLC SAC WIRELESS, LLC 401(K) PROFIT SHARING PLAN | HOFFMAN ESTATES |
| 96 |
| $32.5M |
| $645K |
| 4 | CURRAX PHARMACEUTICALS LLC CURRAX PHARMACEUTICALS LLC 401(K) PLAN | BRENTWOOD TN | 149 | $15.4M | $407K |
| 5 | THE PRESERVATION SOCIETY OF NEWPORT COUNTY THE PRESERVATION SOCIETY OF NEWPORT COUNTY RETIREMENT SAVINGS PLAN | NEWPORT RI | 237 | $15.1M | $85K |
| 6 | KRYPTON SOLUTIONS, LLC KRYPTON SOLUTIONS, LLC 401(K) PLAN | PLANO TX | 127 | $5.3M | $6K |
