Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Putnam Large Cap Value Mutual fund in their Schedule of Assets, totaling $32.2M 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 | SHAMROCK TRADING CORPORATION SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 2,503 | $122.1M | $9.9M |
| 2 | BANGOR SAVINGS BANK BANGOR SAVINGS BANK 401(K) PLAN & TRUST AGREEMENT | BANGOR ME | 1,149 | $166.9M | $5.1M |
| 3 | NORTHERN MAINE MEDICAL CENTER |
FORT KENT ME |
| 417 |
| $37.2M |
| $3.1M |
| 4 | INTEVAC, INC. INTEVAC, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SANTA CLARA CA | 51 | $44.4M | $2.8M |
| 5 | ALAN PLUMMER ASSOCIATES, INC. ALAN PLUMMER ASSOCIATES, INC. PROFIT SHARING PLAN | FORT WORTH TX | 243 | $34.1M | $1.7M |
| 6 | CUTTER & BUCK INC. CUTTER & BUCK 401(K) PLAN | RENTON WA | 334 | $27.1M | $1.4M |
| 7 | JOBY AERO, INC. JOBY AERO, INC. 401(K) PLAN | SANTA CRUZ CA | 1,647 | $98.7M | $1.2M |
| 8 | CARERITE CENTERS, LLC CARERITE CENTERS, LLC 401(K) PLAN | LAKEWOOD NJ | 2,409 | $31.8M | $1.1M |
| 9 | HEALTH PRIME INTERNATIONAL LLC HPI 401(K) PLAN | OXON HILL MD | 255 | $27.4M | $1.0M |
| 10 | COLDSTREAM CAPITAL MANAGEMENT, INC. COLDSTREAM 401(K) PLAN | BELLEVUE WA | 185 | $32.6M | $1.0M |
