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 NR in their Schedule of Assets, totaling $411K 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 | ZIMMERMAN ASSOCIATES, INC. ZIMMERMAN ASSOCIATES, INC. 401(K) SAVINGS PLAN | FAIRFAX VA | 430 | $35.1M | $233K |
| 2 | DIGITAL LNFUZION, LLC DIFZ 401(K) PLAN | ROCKVILLE MD | 141 | $13.7M | $102K |
| 3 | REBELLION DEFENSE, INC. REBELLION DEFENSE, INC. 401(K) PLAN |
WASHINGTON DC |
| 30 |
| $10.9M |
| $57K |
| 4 | TAKE2 CONSULTING, LLC TAKE2 CONSULTING, LLC 401(K) RETIREMENT PLAN | VIENNA VA | 887 | $16.4M | $17K |
| 5 | SWOON GROUP, LLC SWOON GROUP, LLC RETIREMENT PLAN | CHICAGO IL | 297 | $8.8M | $3K |
