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 Pooled separate account in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRS, INC. CRS, INC. 401K PROFIT SHARING PLAN | ATLANTA GA | 174 | $36.1M | $654K |
| 2 | HOME ON THE RANGE, INC. THE LIFE BY CHOCOLATE 401(K) PLAN | BERNALILLO NM | 239 | $3.9M | $286K |
| 3 | K.C. NIELSEN LTD K.C. NIELSEN LTD 401K PROFIT SHARING PLAN |
HUMBOLDT IA |
| 224 |
| $34.0M |
| $208K |
| 4 | RIVER BANK AND TRUST RIVER BANK AND TRUST 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | PRATTVILLE AL | 327 | $24.5M | $177K |
| 5 | HIXSON METAL FINISHING HMF 401(K) PLAN | NEWPORT BEACH CA | 108 | $4.0M | $114K |
| 6 | HEALTH CARE MANAGEMENT GROUP HEALTH CARE MANAGEMENT GROUP RETIREMENT PLAN | CINCINNATI OH | 870 | $11.6M | $77K |
| 7 | ELDER SERVICES OF BERKSHIRE COUNTY, INC. ELDER SERVICES OF BERKSHIRE COUNTY 403(B) PLAN | PITTSFIELD MA | 144 | $4.8M | $51K |
| 8 | EMF, INC. EMF, INC. 401(K) PROFIT SHARING PLAN | MERRITT ISLAND FL | 112 | $4.0M | $40K |
| 9 | ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN | PLANTATION FL | 107 | $27.7M | $6K |
| 10 | FERRAGON CORPORATION FERRAGON CORPORATION THRIFT INCENTIVE PLAN | BROOKLYN OH | 181 | $13.6M | $6K |
