Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Putnam Large Cap Value Fund -- in their Schedule of Assets, totaling $35.5M 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 | UNIVERSITY OF EVANSVILLE UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN | EVANSVILLE IN | 892 | $193.2M | $7.5M |
| 2 | JOHN SNOW, INC. JOHN SNOW, INC. RETIREMENT SAVINGS PLAN | BOSTON MA | 693 | $180.9M | $6.4M |
| 3 | TOWNE PROPERTIES ASSET MANAGEMENT COMPANY, INC. |
CINCINNATI OH |
| 690 |
| $46.0M |
| $3.8M |
| 4 | XP POWER LLC XP POWER LLC RETIREMENT SAVINGS PLAN | SUNNYVALE CA | 489 | $41.3M | $3.5M |
| 5 | U.S. TELEPACIFIC CORP. TPX 401(K) PLAN | AUSTIN TX | 764 | $85.9M | $3.1M |
| 6 | IMPERIAL OPTICAL MIDCO INC. KEPLR VISION 401(K) PLAN | BLOOMINGTON IL | 2,840 | $83.0M | $1.9M |
| 7 | LEECH TISHMAN FUSCALDO & LAMPL, LLC LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 240 | $47.7M | $1.5M |
| 8 | JKT GAMING, INC. DBA 7 CEDARS 7 CEDARS 401(K) PLAN | SEQUIM WA | 560 | $12.7M | $1.1M |
| 9 | FK INTERMEDIATE, LLC FKI SECURITY GROUP, LLC SALARIED EMPLOYEE 401(K) PROFIT SHARING PLAN | NEW ALBANY IN | 0 | $0 | $1.0M |
| 10 | LITTLE RIVER CASINO RESORT LITTLE RIVER CASINO RESORT 401(K) PLAN | MANISTEE MI | 648 | $18.8M | $940K |
