Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam large Cap Value Y Mutual Funds in their Schedule of Assets, totaling $6.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BURKE DISTRIBUTING CO. LLC BURKE DISTRIBUTING CORPORATION 401(K) PROFIT SHARING PLAN | RANDOLPH MA | 131 | $35.1M | $2.9M |
| 2 | PRH INVESTMENTS LLC DBA THE RELATED GROUP THE RELATED GROUP 401K SAVINGS PLAN | MIAMI FL | 752 | $40.5M | $1.6M |
| 3 | WINCHESTER CARDIOLOGY & VASCULAR MEDICINE, P.C. |
WINCHESTER VA |
| 96 |
| $22.2M |
| $1.3M |
| 4 | CENTER FOR BIOLOGIOCAL DIVERSITY INC CENTER FOR BIOLOGICAL DIVERSITY 403(B) DC PLAN | TUCSON AZ | 197 | $33.8M | $396K |
