Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Putnam Investments Putnam Large Cap Value Fund - in their Schedule of Assets, totaling $42.5M 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 | IDAHO POWER COMPANY IDAHO POWER COMPANY EMPLOYEE SAVINGS PLAN | BOISE ID | 2,145 | $889.9M | $19.4M |
| 2 | ROBERTSON'S READY MIX, LTD. ROBERTSON'S LTD. 401(K) PLAN | CORONA CA | 1,882 | $121.3M | $7.3M |
| 3 | ALTO INGREDIENTS, INC. ALTO INGREDIENTS, INC. 401(K) PLAN |
PEKIN IL |
| 434 |
| $80.2M |
| $2.7M |
| 4 | ANCHOR BAY PACKAGING CORPORATION ANCHOR BAY PACKAGING CORP. 401(K) PLAN | CHESTERFIELD MI | 259 | $25.4M | $2.6M |
| 5 | FAIRWAY LAWNS, LLC FAIRWAY LAWNS, LLC 401(K) PLAN | LITTLE ROCK AR | 1,317 | $18.2M | $2.2M |
| 6 | JAY CASHMAN, INC. JAY CASHMAN 401(K) PLAN | QUINCY MA | 152 | $37.4M | $1.5M |
| 7 | SAGE HOSPITALITY RESOURCES, LLC SAGE 401(K) RETIREMENT & SAVINGS PLAN | DENVER CO | 6,053 | $81.3M | $1.4M |
| 8 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT SOCIETY FOR HUMAN RESOURCE MANAGEMENT INCENTIVE SAVINGS PLAN | ALEXANDRIA VA | 414 | $107.3M | $1.3M |
| 9 | TAIT & ASSOCIATES, INC. TAIT & ASSOCIATES, INC. 401(K) SAVINGS PLAN | SANTA ANA CA | 179 | $26.4M | $883K |
| 10 | ENGLAND, THIMS & MILLER, INC. ENGLAND, THIMS & MILLER, INC. 401(K) PLAN | JACKSONVILLE FL | 334 | $55.5M | $839K |
