Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding Putnam Large Cap Value R6 Fund # in their Schedule of Assets, totaling $143.0M 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 | SONIC AUTOMOTIVE, INC. SONIC AUTOMOTIVE, INC. 401(K) PLAN | CHARLOTTE NC | 8,427 | $548.3M | $41.2M |
| 2 | UNITED MUSCULOSKELETAL PARTNERS, LLC UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 2,243 | $359.1M | $33.2M |
| 3 | GREENWOOD GENETIC CENTER, INC. |
GREENWOOD SC |
| 195 |
| $38.0M |
| $5.1M |
| 4 | STAHL SPECIALTY COMPANY STAHL SPECIALTY COMPANY/WATRY INDUSTRIES EMPLOYEES' PENSION PLAN | KINGSVILLE MO | 73 | $77.4M | $4.8M |
| 5 | HOMEBRIDGE FINANCIAL SERVICES HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST | ISELIN NJ | 312 | $66.6M | $4.6M |
| 6 | WEAVER POPCORN MANUFACTURING, LLC. WEAVER EMPLOYEE 401(K) PLAN | INDIANAPOLIS IN | 544 | $74.2M | $4.4M |
| 7 | CHILDSERVE INC CHILDSERVE EMPLOYEE RETIREMENT PLAN | JOHNSTON IA | 1,558 | $40.9M | $4.0M |
| 8 | ECHOPARK AUTOMOTIVE, INC. ECHOPARK AUTOMOTIVE, INC. 401(K) PLAN | CHARLOTTE NC | 1,509 | $41.4M | $3.4M |
| 9 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN | NEWPORT BEACH CA | 569 | $54.2M | $3.2M |
| 10 | SONIC AUTOMOTIVE, INC. SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN | CHARLOTTE NC | 431 | $35.4M | $3.1M |
