Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Putnam Large Cap Value Y Mutual fund in their Schedule of Assets, totaling $18.4M 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 | CONNING & COMPANY CONNING & COMPANY (U.S.) RETIREMENT SAVINGS PLAN | HARTFORD CT | 370 | $160.2M | $8.3M |
| 2 | USAN, INC. USAN, INC. EMPLOYEES' SAVINGS PLAN | MARIETTA GA | 165 | $28.4M | $2.5M |
| 3 | RED STORM ENTERTAINMENT, INC. RED STORM ENTERTAINMENT, INC. 401(K) P/S PLAN & TRUST |
CARY NC |
| 155 |
| $29.7M |
| $2.2M |
| 4 | UNITED WAY OF MASSACHUSETTS BAY, INC. THE 401(K) RETIREMENT SAVINGS PLAN OF UNITED WAY OF MASSACHUSETTS BAY, INC. | BOSTON MA | 78 | $19.5M | $1.2M |
| 5 | JOHNSON ARCHITECTURAL METAL COMPANY JOHNSON ARCHITECTURAL METAL COMPANY 401(K)PLAN | MARIETTA GA | 117 | $13.0M | $1.1M |
| 6 | WALOR NORTH AMERICA, INC. HIRSCHVOGEL 401(K) PLAN | COLUMBUS OH | 271 | $10.2M | $823K |
| 7 | COLWELL INDUSTRIES, INC. COLWELL INDUSTRIES, INC. 401(K) SAVINGS PLAN | KENDALLVILLE IN | 37 | $10.4M | $711K |
| 8 | RIDGECREST REGIONAL HOSPITAL RIDGECREST REGIONAL HOSPITAL SPECIAL CONTRIBUTORY TSA PENSION PLAN | RIDGECREST CA | 773 | $49.5M | $661K |
| 9 | ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC. ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 249 | $16.4M | $510K |
| 10 | FIKES WHOLESALE INC. THE FIKES COMPANIES PROFIT SHARING PLAN & TRUST | TEMPLE TX | 680 | $10.4M | $216K |
