Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Putnam Large Cap Value Y " in their Schedule of Assets, totaling $31.9M 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 | KRAFT POWER CORPORATION KRAFT POWER CORPORATION 401(K) PROFIT SHARING PLAN | WOBURN MA | 180 | $26.9M | $6.4M |
| 2 | TUCKAHOE ORTHOPAEDIC ASSOCIATES, LTD. TUCKAHOE ORTHOPAEDIC ASSOCIATES, LTD. 401(K) PLAN | RICHMOND VA | 25 | $42.3M | $5.0M |
| 3 | ASHFIELD HEALTHCARE COMM. |
FORT WASHINGTON PA |
| 717 |
| $134.2M |
| $3.9M |
| 4 | HILLCO, LTD. HARTLAND 401(K) RETIREMENT PLAN TRUST | KINSTON NC | 4,704 | $42.0M | $2.8M |
| 5 | OUCU FINANCIAL CREDIT UNION INC. OUCU FINANCIAL CREDIT UNION 401K PLAN | ATHENS OH | 100 | $19.8M | $1.6M |
| 6 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN | PORTSMOUTH NH | 566 | $36.2M | $1.4M |
| 7 | CASTLIGHT HEALTH, INC. CASTLIGHT HEALTH INC 401K SAVINGS PLAN | SAN FRANCISCO CA | 443 | $41.4M | $1.1M |
| 8 | STEPHENS DISTRIBUTING COMPANY STEPHENS DISTRIBUTING 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 112 | $10.2M | $936K |
| 9 | NORTH FLORIDA SURGEONS, P.A. NORTH FLORIDA SURGEONS, P.A. PROFIT SHARING PLAN | JACKSONVILLE FL | 763 | $86.9M | $866K |
| 10 | SAMGI SAMGI 401(K) PLAN | GRANITE BAY CA | 275 | $26.3M | $852K |
