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 in their Schedule of Assets, totaling $49.6M 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 | ERLANGER HEALTH SYSTEM ERLANGER HEALTH 401(A) RETIREMENT SAVINGS PLAN | CHATTANOOGA TN | 5,963 | $147.6M | $22.1M |
| 2 | ASCENSUS, LLC. ASCENSUS, LLC 401(K) SAVINGS PLAN | DRESHER PA | 4,858 | $621.8M | $12.4M |
| 3 | CORIENT SERVICES LLC CORIENT SERVICES LLC 401(K) PLAN |
MIAMI FL |
| 1,200 |
| $267.2M |
| $4.3M |
| 4 | GATESAIR, INC. GATESAIR 401(K) PLAN | MASON OH | 155 | $31.7M | $3.5M |
| 5 | HENRICKSEN & COMPANY, INC. HENRICKSEN & COMPANY, INC. 401(K) PROFIT SHARING PLAN | ITASCA IL | 351 | $68.1M | $3.4M |
| 6 | HOWARD TERNES PACKAGING COMPANY HOWARD TERNES PACKAGING COMPANY PROFIT SHARING 401(K) PLAN | LIVONIA MI | 116 | $18.5M | $1.8M |
| 7 | TESSY PLASTICS CORP TESSY 401(K) RETIREMENT PLAN | SKANEATELES NY | 1,200 | $85.1M | $1.3M |
| 8 | CHILD CARE RESOURCE CENTER CHILD CARE RESOURCE CENTER 403B RETIREMENT SAVINGS PLAN | CHATSWORTH CA | 1,280 | $47.4M | $488K |
| 9 | SK SILTRON CSS, LLC SK SILTRON CSS 401(K) RETIREMENT PLAN | BAY CITY MI | 265 | $15.4M | $273K |
| 10 | OUR NEXT ENERGY, INC. ONE 401(K) AND PROFIT SHARING PLAN | NOVI MI | 235 | $8.3M | $21K |
