Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Franklin Templeton Putnam Large Cap Value Fund in their Schedule of Assets, totaling $7.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARIN COMMUNITY CLINICS MARIN COMMUNITY CLINICS 403(B) SAVINGS & INVESTMENT PLAN | NOVATO CA | 574 | $28.7M | $2.2M |
| 2 | MASSIMO ZANETTI BEVERAGE USA, INC. MASSIMO ZANETTI BEVERAGE USA, INC. 401(K) PLAN | SUFFOLK VA | 566 | $48.2M | $2.1M |
| 3 | STORCK USA, L.P. |
CHICAGO IL |
| 95 |
| $22.6M |
| $1.9M |
| 4 | Q.E.D. SYSTEMS, INC. Q.E.D. SYSTEMS, INC. 401(K) PLAN | VIRGINIA BEACH VA | 438 | $31.2M | $1.2M |
| 5 | IDEAL DEALS, LLC IDEAL DEALS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ST. AUGUSTINE FL | 109 | $2.0M | $13K |
