Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Putnam Large Cap Value R1 # in their Schedule of Assets, totaling $8.3M 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 | BROOKLINE BANCORP, INC. BROOKLINE BANCORP 401(K) PLAN | BOSTON MA | 998 | $168.7M | $4.6M |
| 2 | MARCO, INC. MARCO TECHNOLOGIES, LLC 401(K) PLAN | ST. CLOUD MN | 1,273 | $151.4M | $2.5M |
| 3 | WILAND, INC. WILAND INC. 401(K) PLAN | NIWOT CO |
| 263 |
| $36.4M |
| $510K |
| 4 | BURG SIMPSON ELDREDGE HERSH & JARDINE, P.C. BURG SIMPSON ELDREDGE HERSH & JARDINE, P.C. PROFIT SHARING PLAN | ENGLEWOOD CO | 149 | $21.4M | $442K |
| 5 | VANGUARD LOGISTICS SERVICES (USA), INC. VANGUARD LOGISTICS SERVICES (USA) INC. 401(K) PROFIT SHARING PLAN | CYPRESS CA | 397 | $53.4M | $185K |
| 6 | SMW HEALTH NETWORK, LLC SMW HEALTH NETWORK 401(K) PLAN | AUSTIN TX | 214 | $2.3M | $5K |
