Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Putnam Large Cap Value R6 Fund # in their Schedule of Assets, totaling $105.6M 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 | SONIC AUTOMOTIVE, INC. SONIC AUTOMOTIVE, INC. 401(K) PLAN | CHARLOTTE NC | 8,427 | $548.3M | $41.2M |
| 2 | GREENWOOD GENETIC CENTER, INC. 403(B) THRIFT PLAN FOR GREENWOOD GENETIC CENTER | GREENWOOD SC | 195 | $38.0M | $5.1M |
| 3 | STAHL SPECIALTY COMPANY STAHL SPECIALTY COMPANY/WATRY INDUSTRIES EMPLOYEES' PENSION PLAN |
KINGSVILLE MO |
| 73 |
| $77.4M |
| $4.8M |
| 4 | HOMEBRIDGE FINANCIAL SERVICES HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST | ISELIN NJ | 312 | $66.6M | $4.6M |
| 5 | WEAVER POPCORN MANUFACTURING, LLC. WEAVER EMPLOYEE 401(K) PLAN | INDIANAPOLIS IN | 544 | $74.2M | $4.4M |
| 6 | CHILDSERVE INC CHILDSERVE EMPLOYEE RETIREMENT PLAN | JOHNSTON IA | 1,558 | $40.9M | $4.0M |
| 7 | ECHOPARK AUTOMOTIVE, INC. ECHOPARK AUTOMOTIVE, INC. 401(K) PLAN | CHARLOTTE NC | 1,509 | $41.4M | $3.4M |
| 8 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN | NEWPORT BEACH CA | 569 | $54.2M | $3.2M |
| 9 | SONIC AUTOMOTIVE, INC. SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN | CHARLOTTE NC | 431 | $35.4M | $3.1M |
| 10 | SHF HOLDINGS, INC. SUMMIT HILL FOODS, INC. 401(K) PLAN | ROME GA | 248 | $35.1M | $2.5M |
