Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Putnam Large Cap Value R1 Collective Trust Fund in their Schedule of Assets, totaling $175K 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 | LWI, INC. LWI, INC. 401(K) PLAN | IRVINE CA | 269 | $5.3M | $175K |
