Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Large Cap Value Class R6 in their Schedule of Assets, totaling $736K 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 | DAVID ZWIRNER INC DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 234 | $36.2M | $585K |
| 2 | C.E. NIEHOFF & CO. C.E. NIEHOFF & CO. EMPLOYEE STOCK OWNERSHIP PLAN | EVANSTON IL | 365 | $82.7M | $151K |