Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Putnam Large Cp Value Trust IA in their Schedule of Assets, totaling $2.6M 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 | GENESEE SCIENTIFIC, LLC GENESEE SCIENTIFIC 401(K) PLAN | EL CAJON CA | 114 | $6.5M | $1.7M |
| 2 | MIDWEST VETERINARY PARTNERS. LLC MIDWEST VETERINARY PARTNERS 401(K) PLAN | SOUTHFIELD MI | 7,950 | $165.5M | $695K |
| 3 | LIVANTA LLC LEADER 401(K) PLAN |
ANNAPOLIS JCT MD |
| 412 |
| $2.6M |
| $101K |
| 4 | HAI HOSPITALITY GROUP, LLC HAI HOSPITALITY GROUP, LLC 401(K) PLAN | AUSTIN TX | 1,083 | $3.8M | $53K |
| 5 | WAUSAU SUPPLY CO. WAUSAU SUPPLY COMPANY 401(K) PLAN | SCHOFIELD WI | 903 | $36.0M | $37K |
| 6 | WESTERN ECOSYSTEMS TECHNOLOGY, INC. WESTERN ECOSYSTEMS TECHNOLOGY, INC. 401(K) PLAN | CHEYENNE WY | 515 | $9.0M | $5K |