Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putn Lg Cap Val R6 Mutual Funds in their Schedule of Assets, totaling $5.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WOODSTREAM CORPORATION WOODSTREAM 401(K) RETIREMENT PLAN | LANCASTER PA | 494 | $50.5M | $3.0M |
| 2 | MIDDLESEX SCHOOL MIDDLESEX SCHOOL SAVINGS PLAN | CONCORD MA | 207 | $23.8M | $1.1M |
| 3 | THE EPHRATA NATIONAL BANK ENB FINANCIAL CORP 401(K) SAVINGS PLAN |
EPHRATA PA |
| 303 |
| $33.0M |
| $759K |
| 4 | CALLRAIL CALLRAIL 401(K) PLAN | ATLANTA GA | 277 | $24.2M | $191K |
