Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Putnam Large Cap Value Fund; Class R6 Mutual Fund in their Schedule of Assets, totaling $45.9M 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 | WILBUR-ELLIS HOLDINGS, INC. WILBUR-ELLIS 401(K) PLAN | DENVER CO | 2,889 | $398.0M | $10.8M |
| 2 | AUTOMATIONDIRECT.COM INC. AUTOMATIONDIRECT.COM 401(K) PLAN | CUMMING GA | 394 | $107.6M | $3.6M |
| 3 | ROLAND CORPORATION U.S. ROLAND CORPORATION U.S. 401(K) SAVINGS AND INVESTMENT PLAN |
LOS ANGELES CA |
| 186 |
| $34.3M |
| $3.5M |
| 4 | J.D. POWER J.D. POWER 401(K) PLAN | TROY MI | 886 | $240.1M | $2.2M |
| 5 | GEOVERA HOLDINGS, INC. GEOVERA HOLDINGS, INC. 401(K) PLAN | FAIRFIELD CA | 24 | $44.7M | $1.8M |
| 6 | CIMINELLI REAL ESTATE CORPORATION CIMINELLI REAL ESTATE CORPORATION 401(K) PLAN | BUFFALO NY | 205 | $24.0M | $1.6M |
| 7 | ALVOGEN GROUP, INC. ALVOGEN GROUP SAVINGS INCENTIVE PLAN | NORWICH NY | 576 | $105.6M | $1.5M |
| 8 | SENTINELONE, INC SENTINELONE, INC 401(K) PLAN | MOUNTAIN VIEW CA | 1,142 | $87.0M | $1.5M |
| 9 | VERACYTE, INC. VERACYTE, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 608 | $58.6M | $1.3M |
| 10 | MISSION TECHNOLOGY GROUP (MTG) MTG 401(K) PROFIT SHARING PLAN AND TRUST | RESTON VA | 250 | $78.1M | $1.3M |
