Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Putnam Large Cap Value Fund Mutual funds in their Schedule of Assets, totaling $28.4M 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 | HAWAII LABORERS' ANNUITY FUND HAWAII LABORERS' ANNUITY FUND | HONOLULU HI | 3,391 | $302.4M | $19.3M |
| 2 | JBS INTERNATIONAL, INC. JBS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | NORTH BETHESDA MD | 318 | $74.0M | $4.4M |
| 3 | 401(K) ADMINISTRATION MANAGEMENT PROGRAM, INC. |
HOUSTON TX |
| 1,650 |
| $67.4M |
| $3.8M |
| 4 | MASON, BRUCE & GIRARD, INC. MASON, BRUCE & GIRARD, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | PORTLAND OR | 77 | $10.2M | $550K |
| 5 | ZIEBART INTERNATIONAL CORPORATION ZIEBART INTERNATIONAL 401(K) PLAN | TROY MI | 110 | $6.7M | $215K |
| 6 | COP COLLISIONRIGHT HOLDINGS, INC. COLLISIONRIGHT 401(K) PLAN | DUBLIN OH | 1,283 | $24.7M | $73K |
| 7 | BUFFALO EXCHANGE LTD. BUFFALO EXCHANGE LTD. 401(K) PLAN | TUCSON AZ | 796 | $8.3M | $25K |
| 8 | SONORAN SCHOOLS SONORAN SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST | GILBERT AZ | 245 | $6.5M | $8K |
| 9 | SOUTHEAST VALLEY GASTROENTEROLOGY CONSULTANTS, P.C. SOUTHEAST VALLEY GASTROENTEROLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN | CHANDLER AZ | 93 | $11.8M | $2K |
| 10 | FREEDOM FOREVER LLC FREEDOM FOREVER LLC 401(K) PLAN | TEMECULA CA | 3,475 | $8.8M | $1K |
