Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Large Cap Value Trust Fund Collective investment trust in their Schedule of Assets, totaling $5.8M 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 | VERBIT, INC. VERBIT GROUP RETIREMENT SAVINGS PLAN | GREENWOOD VILLAGE CO | 409 | $25.5M | $2.7M |
| 2 | MILLENNIUM SPACE SYSTEMS, INC. MILLENNIUM SPACE SYSTEMS, INC. 401(K) PLAN | EL SEGUNDO CA | 984 | $72.9M | $2.5M |
| 3 | ASU ENTERPRISE PARTNERS ASU ENTERPRISE PARTNERS 401(K) PLAN |
TEMPE AZ |
| 343 |
| $52.2M |
| $558K |
