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 II, Class U in their Schedule of Assets, totaling $3.5M 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 | RENEWABLE ENERGY SYSTEMS AMERICAS INC. RENEWABLE ENERGY SYSTEMS AMERICAS INC. 401(K) PLAN | DENVER CO | 1,300 | $85.3M | $2.4M |
| 2 | CHESMAR HOMES LLC CHESMAR HOMES LLC 401(K) PLAN | THE WOODLANDS TX | 598 | $66.5M | $734K |
| 3 | ORTHOPEDIC CENTERS OF COLORADO, LLC ORTHOPEDIC CENTERS OF COLORADO, LLC 401(K) PROFIT SHARING PLAN |
DENVER CO |
| 612 |
| $80.9M |
| $394K |