Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Putnam Large Cap Value Fund Mutual Fund N/A in their Schedule of Assets, totaling $1.2M 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 | UNIVERSITY OF JAMESTOWN DBA JAMESTOWN COLLEGE UNIVERSITY OF JAMESTOWN 403(B) DC PLAN | JAMESTOWN ND | 418 | $27.0M | $544K |
| 2 | FLINT HOLDINGS, INC. FLINT HOLDINGS, INC. 401K PROFIT SHARING PLAN | FARGO ND | 184 | $14.8M | $228K |
| 3 | MADISON COMMUNITY HOSPITAL |
MADISON SD |
| 228 |
| $12.3M |
| $183K |
| 4 | MADISON COMMUNITY HOSPITAL MADISON COMMUNITY HOSPITAL EMPLOYEES' RETIREMENT PLAN | MADISON SD | 247 | $11.3M | $135K |
| 5 | BAY AREA LUTHERAN HOMES, INC. BAY AREA LUTHERAN HOMES, INC. TAX SHELTERED ANNUITY PLAN | GREEN BAY WI | 352 | $5.4M | $80K |
