Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Putnam Large Cap Value Fund Y Mutual fund in their Schedule of Assets, totaling $18.9M 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 | LAWRENCEVILLE SCHOOL LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LAWRENCEVILLE NJ | 620 | $168.5M | $8.2M |
| 2 | BRADLEY UNIVERSITY BRADLEY UNIVERSITY DEFINED CONTRIBUTION PLAN | PEORIA IL | 824 | $365.7M | $4.9M |
| 3 | THUNDER VALLEY CASINO THUNDER VALLEY CASINO 401(K) RETIREMENT PLAN |
LINCOLN CA |
| 2,252 |
| $84.0M |
| $3.2M |
| 4 | CALIFORNIA COLLEGE OF THE ARTS CALIFORNIA COLLEGE OF THE ARTS RETIREMENT PLAN | SAN FRANCISCO CA | 771 | $90.2M | $1.0M |
| 5 | GEORGETOWN COLLEGE GEORGETOWN COLLEGE DEFINED CONTRIBUTION PLAN | GEORGETOWN KY | 173 | $55.8M | $1.0M |
| 6 | FIRST CITIZENS FEDERAL CREDIT UNION FIRST CITIZENS' FEDERAL CREDIT UNION 401(K) PLAN | FAIRHAVEN MA | 138 | $12.4M | $318K |
| 7 | RENBROOK SCHOOL, INC. RENBROOK SCHOOL 403(B) RETIREMENT PLAN | WEST HARTFORD CT | 95 | $29.1M | $236K |
