Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putn Lg Cap Val R6 Mutual Funds in their Schedule of Assets, totaling $3.9M 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 | WOODSTREAM CORPORATION WOODSTREAM 401(K) RETIREMENT PLAN | LANCASTER PA | 494 | $50.5M | $3.0M |
| 2 | THE EPHRATA NATIONAL BANK ENB FINANCIAL CORP 401(K) SAVINGS PLAN | EPHRATA PA | 303 | $33.0M | $759K |
| 3 | CALLRAIL CALLRAIL 401(K) PLAN |
| 277 |
| $24.2M |
| $191K |
