Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Large Cap Value Fund Class R6 Mutual funds in their Schedule of Assets, totaling $1.5M 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 | QUANTERIX CORPORATION QUANTERIX CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | BILLERICA MA | 412 | $39.7M | $790K |
| 2 | AVALON HOLDINGS CORPORATION AVALON HOLDINGS CORPORATION PARTICIPATING COMPANIES PROFIT SHARING PLAN AND TRUST | WARREN OH | 306 | $7.2M | $545K |
| 3 | UNITED STATES VETERANS INITIATIVE |
LOS ANGELES CA |
| 607 |
| $13.5M |
| $87K |
| 4 | CDS LOGISTICS MANAGEMENT INC CDS LOGISTICS RETIREMENT PLAN | MIDDLE RIVER MD | 259 | $6.4M | $85K |