Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Putnam Large-Cap Value - in their Schedule of Assets, totaling $38.1M 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 | OPEX CORPORATION OPEX CORPORATION 401K PROFIT SHARING PLAN | MOORESTOWN NJ | 1,418 | $194.2M | $10.5M |
| 2 | UNITED BANKSHARES, INC. UNITED BANKSHARES, INC. PENSION PLAN | PARKERSBURG WV | 259 | $183.0M | $5.2M |
| 3 | SCHNITZER INVESTMENT CORP. SCHNITZER PROPERTIES 401(K) RETIREMENT SAVINGS PLAN |
PORTLAND OR |
| 245 |
| $45.1M |
| $2.6M |
| 4 | TEAMSTERS LOCAL 277 PENSION BOARD OF TRUSTEES TEAMSTERS LOCAL 277 PENSION | HEMPSTEAD NY | 341 | $27.8M | $2.5M |
| 5 | PRESTOLITE ELECTRIC INCORPORATED PRESTOLITE RETIREMENT SAVINGS PLAN | ARCADE NY | 195 | $22.5M | $2.3M |
| 6 | WELLTOWER INC. WELLTOWER INC. RETIREMENT PLAN AND TRUST | TOLEDO OH | 651 | $104.3M | $1.5M |
| 7 | CLARE HOLDINGS, LLC CLARE HOLDINGS, LLC 401(K) PLAN | NORTH AURORA IL | 521 | $24.2M | $1.5M |
| 8 | AJS SHARED SERVICES, LLC AJS SHARED SERVICES, LLC 401(K) PLAN | WARREN NJ | 304 | $44.1M | $1.2M |
| 9 | TRUSTEES OF SUP QUALIFIED PLANS MASTER TRUST SUP 401(K) PLAN | SAN FRANCISCO CA | 665 | $14.7M | $1.0M |
| 10 | THE COLORADO MUSEUM OF NATURAL HISTORY, A COLORADO NON-PROFIT CORPORAT DENVER MUSEUM OF NATURE & SCIENCE RETIREMENT PLAN | DENVER CO | 525 | $38.3M | $1.0M |