Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Investments PUTN LG CAP VAL R6 in their Schedule of Assets, totaling $29.8M 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 | MICROCHIP TECHNOLOGY INCORPORATED MICROCHIP TECHNOLOGY INCORPORATED SAVINGS PLAN | CHANDLER AZ | 6,662 | $1.6B | $28.5M |
| 2 | MOUNTAIN WEST ANESTHESIA, L.L.C. MOUNTAIN WEST ANESTHESIA, L.L.C. RETIREMENT PLAN | LEHI UT | 238 | $130.8M | $670K |
| 3 | HOFFMAN/LEWIS DBA H&L PARTNERS |
OAKLAND CA |
| 165 |
| $22.1M |
| $597K |
