Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Putnam Large Cap Value Fund R6 - in their Schedule of Assets, totaling $25.4M 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 | ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE 403(B) PLAN | NORTH CHICAGO IL | 989 | $216.9M | $5.7M |
| 2 | ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE QUALIFIED MONEY PURCHASE PENSION PLAN AND TRUST | NORTH CHICAGO IL | 575 | $133.2M | $4.5M |
| 3 |
SANTA MONICA CA |
| 159 |
| $19.4M |
| $2.5M |
| 4 | MAC HAIK MANAGEMENT LLC MAC HAIK EMPLOYEES' RETIREMENT PLAN | HOUSTON TX | 1,870 | $61.2M | $1.7M |
| 5 | MINNESOTA BEST MAID COOKIE CO., INC. RISE BAKING COMPANY 401(K) PLAN | MINNEAPOLIS MN | 2,387 | $131.7M | $1.7M |
| 6 | TRUECAR, INC. AND SUBSIDIARIES TRUECAR, INC. AND SUBSIDIARIES 401(K) PLAN | SANTA MONICA CA | 340 | $63.5M | $1.3M |
| 7 | TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC. TICUA 403(B) DEFINED CONTRIBUTION PLAN | NASHVILLE TN | 1,238 | $150.3M | $1.3M |
| 8 | PRIDE TREE HOLDINGS, INC. PRIDE TREE HOLDINGS, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 94 | $23.4M | $1.1M |
| 9 | NICHOLS COLLEGE NICHOLS COLLEGE 403B PLAN | DUDLEY MA | 307 | $40.0M | $901K |
| 10 | CUSTOM ALUMINUM PRODUCTS, INC. CUSTOM ALUMINUM PRODUCTS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SOUTH ELGIN IL | 373 | $14.1M | $822K |
