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 TR CL IA in their Schedule of Assets, totaling $298K 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 | SMART FINANCIAL CREDIT UNION SMART FINANCIAL CREDIT UNION 401(K) PLAN | HOUSTON TX | 179 | $21.4M | $298K |
