Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Franklin Templeton Investments Putnam Large Cap Value Y N/R in their Schedule of Assets, totaling $87K 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 | SURLY BREWING CO. SURLY BREWING CO. 401(K) PLAN | BROOKLYN CENTER MN | 291 | $5.9M | $87K |
