Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FRANKLIN/TEMPLETON PUTNAM LARGE CAP VALUE R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.5M 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 | BESSER COMPANY THE EMPLOYEES RETIREMENT SAVINGS PLAN OF THE BESSER COMPANIES | ALPENA MI | 384 | $49.3M | $499K |
| 2 | MERS/MISSOURI GOODWILL INDUSTRIES MERS/MISSOURI GOODWILL DEFINED CONTRIBUTION PLAN | ST LOUIS MO | 1,318 | $13.8M | $431K |
| 3 | LOWER VALLEY HOSPITAL ASSOCIATION |
FRUITA CO |
| 635 |
| $30.2M |
| $218K |
| 4 | MERS/MISSOURI GOODWILL INDUSTRIES MERS/MISSOURI GOODWILL 403B PLAN | ST LOUIS MO | 1,924 | $10.0M | $183K |
| 5 | CARPENTER INDUSTRIES INC. CARPENTER INDUSTRIES INC. 401K PLAN | CONCORD NC | 142 | $10.2M | $64K |
| 6 | DUNCAN SUPPLY COMPANY INC. DUNCAN EMPLOYEES 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 168 | $7.8M | $38K |
| 7 | MOUNTAIN FAMILY HEALTH CENTERS MOUNTAIN FAMILY HEALTH CENTERS 403B PLAN | GLENWOOD SPRINGS CO | 189 | $6.6M | $34K |
