Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Investments Large Cap Value Fund n/a in their Schedule of Assets, totaling $15.2M 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 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION RETIREMENT PLAN | WASHINGTON DC | 326 | $38.1M | $6.4M |
| 2 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION 403(B) PLAN | WASHINGTON DC | 298 | $36.3M | $4.7M |
| 3 | GREENVILLE TOOL & DIE COMPANY GREENVILLE TOOL & DIE COMPANY EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN |
GREENVILLE MI |
| 146 |
| $37.4M |
| $2.8M |
| 4 | STANLEY MARTIN HOMES, LLC STANLEY MARTIN 401(K) PLAN | RESTON VA | 1,492 | $113.6M | $1.3M |
