Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Putnam Large Cap Value Fund r6 Mutual Fund in their Schedule of Assets, totaling $12.0M 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 | PROG HOLDINGS, INC. PROG HOLDINGS EMPLOYEE RETIREMENT PLAN | DRAPER UT | 1,416 | $69.6M | $2.5M |
| 2 | TURNER ENTERPRISES MANAGEMENT, LLC TURNER ENTERPRISES MANAGEMENT, LLC 401(K) PLAN | ATLANTA GA | 234 | $38.8M | $1.8M |
| 3 | NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY |
BOSTON MA |
| 98 |
| $16.7M |
| $1.2M |
| 4 | ARTERIS, INC. ARTERIS IP ARTERIS IP 401(K) PLAN | CAMPBELL CA | 95 | $15.1M | $1.0M |
| 5 | GOVERNOR DUMMER ACADEMY DBA THE GOVERNOR'S ACADEMY GOVERNOR DUMMER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | BYFIELD MA | 181 | $65.6M | $764K |
| 6 | EXPONENTIAL INTERACTIVE, INC. EXPONENTIAL INTERACTIVE, INC. 401(K) SAVINGS PLAN | EMERYVILLE CA | 95 | $21.7M | $689K |
| 7 | CHARGEPOINT INC. CHARGEPOINT 401(K) PLAN | CAMPBELL CA | 550 | $61.8M | $688K |
| 8 | I&I SALES GROUP LLC DBA FORWARD SOLUTIONS FORWARD SOLUTIONS 401(K) PLAN | HERSHEY PA | 515 | $40.1M | $587K |
| 9 | BOULDERCENTRE FOR ORTHOPEDICS, P.C. BOULDERCENTRE FOR ORTHOPEDICS, P.C. PROFIT SHARING PLAN | BOULDER CO | 128 | $13.1M | $369K |
| 10 | ST. THOMAS SCHOOL ST. THOMAS SCHOOL DC RETIREMENT PLAN | MEDINA WA | 103 | $19.7M | $339K |
