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 R6 in their Schedule of Assets, totaling $7.0M 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 | MADISON IAQ LLC MADISON AIR 401(K) PLAN | CHICAGO IL | 3,638 | $279.9M | $5.0M |
| 2 | ASTRANA HEALTH MANAGEMENT, INC. ASTRANA HEALTH MANAGMENT, INC. CASH OR DEFERRED PROFIT SHARING PLAN | ALHAMBRA CA | 1,222 | $29.7M | $1.0M |
| 3 | RIVIERA GOLF & TENNIS, INC RIVIERA GOLF & TENNIS, INC. 401K PLAN AND TRUST |
PACIFIC PALISADES CA |
| 147 |
| $10.8M |
| $221K |
| 4 | SBS CREATIX LLC SBS CREATIX LLC 401K RETIREMENT PLAN | ST. LOUIS MO | 72 | $9.8M | $180K |
| 5 | D.P. ELECTRIC, INC. D.P. ELECTRIC, INC. 401(K) PLAN | TEMPE AZ | 583 | $19.0M | $145K |
| 6 | CUSTER OFFICE ENVIRONMENTS, INC. CUSTER OFFICE ENVIRONMENTS, INC. PROFIT SHARING AND EMPLOYEES' 401(K) PLAN | GRAND RAPIDS MI | 234 | $13.5M | $143K |
| 7 | SNAPDOCS, INC. SNAPDOCS 401(K) PLAN | COVINA CA | 205 | $24.5M | $117K |
| 8 | AVANTI EQUINE ALTANO U.S., LLC 401(K) PLAN | COLUMBUS NC | 373 | $5.4M | $82K |
| 9 | PROPLOGIX, LLC PROPLOGIX, LLC RETIREMENT PLAN | SARASOTA FL | 160 | $3.3M | $34K |
| 10 | FIREBIRDS INTERNATIONAL, LLC FIREBIRDS INTERNATIONAL, LLC 401(K) PLAN | CHARLOTTE NC | 2,462 | $1.9M | $29K |
