Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Putnam Large Cap Value Fund Mutual fund in their Schedule of Assets, totaling $12.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VITAC CORPORATION VITAC CORPORATION RETIREMENT SAVINGS PLAN | GREENWOOD VILLAGGE CO | 701 | $20.3M | $5.4M |
| 2 | SOFTBANK INC. SOFTBANK INC 401(K) PLAN | SAN CARLOS CA | 204 | $64.9M | $2.6M |
| 3 | PILLEN FAMILY FARMS, INC. PILLEN FAMILY FARMS, INC. 401(K) PLAN |
COLUMBUS NE |
| 822 |
| $23.6M |
| $2.3M |
| 4 | SAN FRANCISCO FOOD BANK 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SAN FRANCISCO FOOD BANK | SAN FRANCISCO CA | 212 | $25.0M | $1.8M |
| 5 | VOLTA CHARGING INDUSTRIES, LLC VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST | SAN FRANCISCO CA | 237 | $10.8M | $77K |
| 6 | HOLLAND CHRISTIAN EDUCATION SOCIETY HOLLAND CHRISTIAN SCHOOLS 403(B) PLAN | HOLLAND MI | 422 | $5.8M | $18K |
