Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Putnam Large Cap Value Trust IA Fund " in their Schedule of Assets, totaling $18.1M 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 | ANALOGIC CORPORATION ANALOGIC 401(K) PLAN | PEABODY MA | 563 | $179.3M | $11.2M |
| 2 | SIMMONS FOODS, INC. SIMMONS FOODS, INC. 401(K) RETIREMENT AND TRUST PLAN | SILOAM SPRINGS AR | 9,134 | $186.9M | $3.8M |
| 3 | DS ADMIRAL BIDCO, LLC DBA TAXWELL TAXWELL 401(K) PLAN |
FRANKLIN NC |
| 957 |
| $69.5M |
| $2.4M |
| 4 | BIESSE AMERICA, INC. BIESSE AMERICA, INC. 401K PROFIT SHARING PLAN | CHARLOTTE NC | 155 | $16.9M | $737K |
| 5 | DRAKE SOFTWARE DRAKE SOFTWARE LLC 401(K) PLAN | FRANKLIN NC | 957 | $60.9M | $65K |