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 - in their Schedule of Assets, totaling $25.0M 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 | JSI RESEARCH & TRAINING INSTITUTE, INC. JSI RESEARCH & TRAINING INSTITUTE, INC. 401(K) PLAN | BOSTON MA | 809 | $238.1M | $10.1M |
| 2 | ISUZU NORTH AMERICA CORPORATION ISUZU COMPANIES' SAVINGS PLAN | ANAHEIM CA | 576 | $145.1M | $5.5M |
| 3 | BATSON-COOK COMPANY BATSON-COOK COMPANY 401(K) & PROFIT SHARING PLAN |
WEST POINT GA |
| 549 |
| $57.5M |
| $2.8M |
| 4 | ENERIC PETROLEUM CORPORATION CAMBRIDGE INVESTMENT GROUP RETIREMENT PLAN | FAIRFIELD IA | 924 | $81.7M | $2.5M |
| 5 | HEP SERVICES LLC HOWARD ENERGY PARTNERS 401(K) PLAN | SAN ANTONIO TX | 398 | $42.1M | $1.5M |
| 6 | CONNEX CREDIT UNION, INC. CONNEX CREDIT UNION, INC. 401(K) PLAN AND TRUST | NORTH HAVEN CT | 162 | $19.5M | $1.3M |
| 7 | STANDARD IRON & WIRE WORKS, LLC STANDARD IRON 401(K) RETIREMENT PLAN | MONTICELLO MN | 443 | $26.9M | $414K |
| 8 | VANDA PHARMACEUTICALS INC. VANDA PHARMACEUTICALS INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 358 | $43.2M | $340K |
| 9 | NEWMARK HOMES HOUSTON, LLC NEWMARK HOMES 401(K) PLAN | KATY TX | 125 | $23.1M | $266K |
| 10 | CENTER FOR ENERGY AND ENVIRONMENT CENTER FOR ENERGY AND ENVIRONMENT 401(A) PLAN | MINNEAPOLIS MN | 236 | $15.0M | $126K |
