Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Putnam Large Cap Value Trust I " in their Schedule of Assets, totaling $6.4M 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 | SAJAHTERA, INC. DBA THE BEVERLY HILLS HOTEL DORCHESTER COLLECTION 401(K) PLAN | BEVERLY HILLS CA | 817 | $80.6M | $1.9M |
| 2 | ROGUE CREDIT UNION ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN | MEDFORD OR | 627 | $53.2M | $1.5M |
| 3 | BLUE TRUST INC. BLUE TRUST INC. RETIREMENT PLAN |
ALPHARETTA GA |
| 465 |
| $36.3M |
| $1.3M |
| 4 | HAWAII DENTAL SERVICE HAWAII DENTAL SERVICE 401(K) SALARY INVESTMENT PLAN | HONOLULU HI | 133 | $21.9M | $1.0M |
| 5 | METAMETRICS, INC. METAMETRICS, INC. RETIREMENT PLAN | DURHAM NC | 74 | $12.4M | $459K |
| 6 | PHINIA INC. PHINIA INC. RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 448 | $158.4M | $158K |
| 7 | ALFWEAR, INC. KUHL RETIREMENT PLAN | SALT LAKE CITY UT | 191 | $8.4M | $56K |
| 8 | SAEXPLORATION INC. SAEXPLORATION 401(K) PLAN | STAFFORD TX | 109 | $4.7M | $18K |
