Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Putnam Large Cap Value Fund Registered Investment Company in their Schedule of Assets, totaling $10.4M 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 | SCHWABE, WILLIAMSON & WYATT, P.C. SCHWABE, WILLIAMSON & WYATT, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 311 | $156.2M | $9.9M |
| 2 | HEALTHCARE MANAGEMENT ADMINISTRATORS, INC. HEALTHCARE MANAGEMENT ADMINISTRATORS, INC. RETIREMENT PLAN | BELLEVUE WA | 274 | $23.0M | $329K |
| 3 | CORTLAND HOLDINGS, LLC |
ATLANTA GA |
| 2,381 |
| $57.1M |
| $191K |
| 4 | TENAYA THERAPEUTICS, INC. TENAYA THERAPEUTICS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 98 | $10.0M | $35K |
| 5 | O & K AMERICAN CORP. O & K AMERICAN CORP. 401(K) SAVINGS & INVESTMENT PLAN | CHICAGO IL | 141 | $8.6M | $16K |
| 6 | THE MERION CRICKET CLUB THE MERION CRICKET CLUB 401(K) PLAN. | HAVERFORD PA | 190 | $11.8M | $10K |
