Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Putnam Large cap Value Fund Class Y Mutual Fund in their Schedule of Assets, totaling $18.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE TRADE DESK, INC. THE TRADE DESK 401(K) PLAN | VENTURA CA | 2,206 | $298.5M | $5.1M |
| 2 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $5.0M |
| 3 | AVIDEX INDUSTRIES, LLC AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN |
CARY NC |
| 484 |
| $58.2M |
| $2.2M |
| 4 | HOLLINGSWORTH & VOSE COMPANY HOLLINGSWORTH & VOSE COMPANY (SALARIED) SAVINGS PLAN | EAST WALPOLE MA | 590 | $120.0M | $2.1M |
| 5 | DUININCK COMPANIES DUININCK COMPANIES 401(K) PLAN | PRINSBURG MN | 1,281 | $137.6M | $2.1M |
| 6 | ADVERUM BIOTECHNOLOGIES, INC. ADVERUM BIOTECHNOLOGIES, INC. 401(K) PLAN | REDWOOD CITY CA | 153 | $24.2M | $741K |
| 7 | HOLLINGSWORTH & VOSE COMPANY HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN | EAST WALPOLE MA | 310 | $32.9M | $526K |
| 8 | DISTRICT ENERGY HOLDINGS LLC DISTRICT ENERGY HOLDINGS 401(K) PLAN | HOUSTON TX | 136 | $19.3M | $322K |
| 9 | HOLLINGSWORTH & VOSE COMPANY HOLLINGSWORTH & VOSE FIBER COMPANY GLASS FIBER PRODUCTION 401(K) PLAN | CORVALLIS OR | 126 | $10.1M | $161K |
| 10 | TAMPA BAY WORKFORCE ALLIANCE, IN TAMPA BAY WORKFORCE ALLIANCE, INC. 401K PLAN | TAMPA FL | 158 | $6.8M | $135K |
