Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Putnam Investments Putnam Large Cap Value R6 Fund - in their Schedule of Assets, totaling $20.4M 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 | LAKESHORE LEARNING MATERIALS, LLC LAKESHORE LEARNING MATERIALS 401(K) PLAN | CARSON CA | 4,674 | $199.6M | $8.1M |
| 2 | MAINLINE INFORMATION SYSTEMS LLC MAINLINE INFORMATION SYSTEMS 401(K) PLAN | TALLAHASSEE FL | 449 | $123.7M | $6.8M |
| 3 | BETZ INDUSTRIES, INC. |
GRAND RAPIDS MI |
| 142 |
| $17.5M |
| $1.3M |
| 4 | PLANET EQUITY GROUP, LLC PLANET EQUITY GROUP, LLC 401(K) PLAN | WESTERN SPRINGS IL | 1,310 | $53.3M | $1.1M |
| 5 | THE MAPP GROUP, LLC THE MAPP GROUP, LLC 401(K) PLAN | BATON ROUGE LA | 158 | $12.8M | $670K |
| 6 | HAGIE MANUFACTURING COMPANY,L.L.C. HAGIE MANUFACTURING COMPANY, L.L.C. RETIREMENT SAVINGS PLAN | CLARION IA | 262 | $34.1M | $606K |
| 7 | UNILOCK NEW YORK, INC. UNILOCK RETIREMENT PLAN AND TRUST (NEW YORK) | BREWSTER NY | 107 | $23.6M | $551K |
| 8 | BOB'S RED MILL NATURAL FOODS, INC. BOB'S RED MILL 401(K) RETIREMENT SAVINGS PLAN | MILWAUKIE OR | 681 | $39.1M | $482K |
| 9 | GREAT LAKES DENTAL TECHNOLOGIES LTD. GREAT LAKES DENTAL TECHNOLOGIES LTD. 401(K) SAVINGS PLAN | TONAWANDA NY | 200 | $14.3M | $405K |
| 10 | HSG, LLC D/B/A HERNDON SOLUTIONS GROUP HSG, LLC 401(K) PROFIT SHARING PLAN | LAS VEGAS NV | 213 | $14.2M | $135K |