Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 90 U.S. retirement plans report holding Putnam Large Cap value Fund Mutual Fund in their Schedule of Assets, totaling $168.3M 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 | WORKDAY, INC. WORKDAY, INC. 401(K) PLAN | PLEASANTON CA | 12,750 | $2.6B | $83.0M |
| 2 | ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND | LOUISVILLE KY | 4,037 | $548.7M | $15.3M |
| 3 | TREASURY WINE ESTATES AMERICAS COMPANY TREASURY WINE ESTATES RETIREMENT SAVINGS PLAN |
NAPA CA |
| 929 |
| $129.4M |
| $12.7M |
| 4 | VITAC CORPORATION VITAC CORPORATION RETIREMENT SAVINGS PLAN | GREENWOOD VILLAGGE CO | 701 | $20.3M | $5.4M |
| 5 | XP POWER LLC XP POWER LLC RETIREMENT SAVINGS PLAN | SUNNYVALE CA | 423 | $58.1M | $4.9M |
| 6 | SB INVESTMENT ADVISERS (US) INC. SB US 401(K) PLAN | MENLO PARK CA | 746 | $132.9M | $3.1M |
| 7 | AJINOMOTO FOODS NORTH AMERICA, INC. AJINOMOTO FOODS NORTH AMERICA, INC. 401K SAVINGS PLAN | ONTARIO CA | 3,093 | $161.8M | $3.0M |
| 8 | SOFTBANK INC. SOFTBANK INC 401(K) PLAN | SAN CARLOS CA | 204 | $64.9M | $2.6M |
| 9 | BURO HAPPOLD CONSULTING ENGINEERS, INC. BURO HAPPOLD RETIREMENT PLAN | NEW YORK NY | 406 | $51.6M | $2.4M |
| 10 | HIGHFIVE DENTAL HOLDCO, LLC HIGHFIVE HEALTHCARE 401(K) PLAN | HOMEWOOD AL | 629 | $40.8M | $2.0M |
