Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Putnam large Cap Growth Fund Class Y in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AAI ASSOCIATES, INC. AAI ASSOCIATES, INC. 401(K) PLAN | NEW YORK NY | 94 | $12.0M | $837K |
| 2 | ALLEGANY REHABILITATION ASSOCIATES, INC. ALLEGANY REHABILITATION ASSOCIATES, INC. 401(K) RETIREMENT PLAN | WELLSVILLE NY | 73 | $3.8M | $534K |
| 3 | BAIRD BROTHERS SAWMILL, INC. |
CANFIELD OH |
| 134 |
| $9.6M |
| $384K |
| 4 | E.M. THARP, INC. E.M. THARP, INC. 401(K) PLAN | PORTERVILLE CA | 270 | $10.9M | $78K |
| 5 | FALCONS MANAGEMENT LLC FALCONS MANAGEMENT 401K PLAN | ATLANTA GA | 445 | $3.3M | $68K |
