Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Putnam Large Cap Value Fund Y " in their Schedule of Assets, totaling $22.8M 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 | BRYANT UNIVERSITY BRYANT UNIVERSITY 403(B) RETIREMENT PLAN | SMITHFIELD RI | 992 | $318.2M | $12.1M |
| 2 | CURRICULUM ASSOCIATES, LLC CURRICULUM ASSOCIATES 401(K) PLAN | NORTH BILLERICA MA | 2,445 | $263.7M | $4.6M |
| 3 | OHIO VALLEY GAS CORPORATION OHIO VALLEY GAS CORPORATION EMPLOYEES' 401(K) PLAN |
WINCHESTER IN |
| 153 |
| $19.9M |
| $1.7M |
| 4 | RIVERDALE COUNTRY SCHOOL RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BRONX NY | 449 | $76.6M | $1.4M |
| 5 | RIVERDALE COUNTRY SCHOOL RIVERDALE COUNTRY SCHOOL TAX-DEFERRED ANNUITY PLAN | BRONX NY | 464 | $61.8M | $1.2M |
| 6 | VALLEY FRESH FOODS, INC. VALLEY FRESH FOODS, INC. 401(K) PROFIT SHARING PLAN | TURLOCK CA | 509 | $32.9M | $891K |
| 7 | SUNRISE COMMUNITY, INC. SUNRISE COMMUNITY, INC. THE EMPLOYEE PENSION BENEFIT PLAN | MIAMI FL | 2,988 | $26.0M | $802K |
| 8 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $44K |
