Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Investments Putnam Large Cap Value Fund R6 in their Schedule of Assets, totaling $8.4M 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 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $6.1M |
| 2 | NATIONAL LEAGUE OF CITIES SERVICES, INC. NATIONAL LEAGUE OF CITIES TAX QUALIFIED RETIREMENT AND SAVINGS PLAN | WASHINGTON DC | 159 | $54.8M | $2.2M |
| 3 | KCRW FOUNDATION, INC. |
SANTA MONICA CA |
| 108 |
| $8.8M |
| $80K |
| 4 | AMERICAN HARDWOOD INDUSTRIES, LLC AMERICAN HARDWOOD INDUSTRIES 401(K) PLAN | WAYNESBORO VA | 361 | $3.9M | $18K |
