Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Fiduciary Trust Company Putnam Large Cap Value Trust IA Fund in their Schedule of Assets, totaling $1.4M 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 | ACCESS MANAGEMENT SERVICES, LLC (DBA COLORADO ACCESS) ACCESS MANAGEMENT SERVICES, LLC 401(K) RETIREMENT PLAN | AURORA CO | 433 | $37.8M | $1.3M |
| 2 | KEYSTONE STRATEGY LLC KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 245 | $32.0M | $60K |
