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 Y in their Schedule of Assets, totaling $12.0M 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 | CAROMONT HEALTH, INC. CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN | GASTONIA NC | 5,245 | $510.8M | $6.7M |
| 2 | THE BOSTON SCHOOL BUS DRIVERS' DEFERRED RTMT & SVGS PLAN COMMITTEE BOSTON SCHOOL BUS DRIVERS DEFERRED RETIREMENT AND SAVINGS PLAN | ROSLINDALE MA | 894 | $59.1M | $5.3M |