Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Large Cap Value Mutual Fund NR in their Schedule of Assets, totaling $1.0M 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 | NORTH PARK LINCOLN MERCURY, INC. NORTH PARK LINCOLN MERCURY, INC. 401(K) PLAN | SAN ANTONIO TX | 268 | $20.8M | $391K |
| 2 | KAHLIG ENTERPRISES, INC. DBA BLUEBONNET MOTORS KAHLIG ENTERPRISES, INC. DBA BLUEBONNET MOTORS 401(K) PLAN | NEW BRAUNFELS TX | 246 | $20.1M | $375K |
| 3 | KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO |
SAN ANTONIO TX |
| 342 |
| $29.1M |
| $157K |
| 4 | BLUEBONNET CHRYSLER DODGE, LTD BLUEBONNET CHRYSLER DODGE, LTD 401(K) PLAN | NEW BRAUNFELS TX | 99 | $8.4M | $116K |
