Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Large Cap Value Y Pooled Separate Account N/A in their Schedule of Assets, totaling $156K 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 | EDGEWOOD MANAGEMENT GROUP, LLC EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN | GRAND FORKS ND | 2,871 | $40.1M | $102K |
| 2 | CIRCLE 9 RESOURCES LLC CIRCLE 9 RESOURCES 401(K) PLAN | OKLAHOMA CITY OK | 128 | $7.3M | $55K |