Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding FRANKLIN/TEMPLETON PUTNAM LARGE CAP VALUE A MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.7M 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 | WAYNE-METROPOLITAN COMMUNITY ACTION AGENCY WAYNE-METROPOLITAN COMMUNITY ACTION AGENCY 401K PLAN AND TRUST AMENDED AND RESTATED | DETROIT MI | 684 | $20.0M | $654K |
| 2 | UNIFIED GROUP SERVICES INC. UNIFIED GROUP SERVICES 401K RETIREMENT PLAN | ANDERSON IN | 180 | $7.7M | $300K |
| 3 | PRIORITY PLASTICS INC. |
PORTLAND IN |
| 205 |
| $8.2M |
| $286K |
| 4 | ELWYN CALIFORNIA ELWYN CALIFORNIA DEFINED CONTRIBUTION 403B PLAN | SAN JOSE CA | 848 | $14.1M | $206K |
| 5 | AFFILIATED SANTE GROUP SANTE GROUP COMPANIES 403B RETIREMENT PLAN | SILVER SPRING MD | 508 | $6.4M | $117K |
| 6 | CITRON HYGIENE US CORP. CITRON HYGIENE US CORP. 401K PLAN | BILLERICA MA | 90 | $3.3M | $77K |
| 7 | PLANNED PARENTHOOD GREAT RIVERS PLANNED PARENTHOOD GREAT RIVERS TSA PLAN | ST LOUIS MO | 157 | $4.5M | $52K |
| 8 | PLANNED PARENTHOOD GREAT RIVERS PLANNED PARENTHOOD GREAT RIVERS PENSION PLAN | ST LOUIS MO | 157 | $1.6M | $10K |
