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 R6 Fund Mutual Fund N/A in their Schedule of Assets, totaling $2.9M 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 | SIOUX CENTER HEALTH SIOUX CENTER HEALTH 401(K) PLAN | SIOUX CENTER IA | 466 | $38.2M | $1.3M |
| 2 | GRAND LAKE MENTAL HEALTH CENTER GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN | NOWATA OK | 2,282 | $28.7M | $609K |
| 3 | IBOTTA, INC. IBOTTA, INC. 401(K) PLAN |
DENVER CO |
| 961 |
| $64.9M |
| $534K |
| 4 | VAN BOERUM & FRANK ASSOCIATES, INC. VAN BOERUM & FRANK ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | MURRAY UT | 137 | $10.4M | $422K |
