Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Putnam Lrg Cp Val Fd - Cl R6 Registered Investment Company in their Schedule of Assets, totaling $12.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMUNITY HEALTH CENTER OF SNOHOMISH COUNTY CHC RETIREMENT SAVINGS PLAN | EVERETT WA | 416 | $47.1M | $3.4M |
| 2 | BURRELL-PREFERRED, INC. DBA BRIGHTLI BRIGHTLI RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 6,519 | $94.8M | $1.5M |
| 3 | BEUSA ENERGY, LLC BEUSA ENERGY 401(K) PLAN |
THE WOODLANDS TX |
| 1,191 |
| $69.0M |
| $1.3M |
| 4 | WEITZMAN MANAGEMENT CORPORATION W. C. A. EMPLOYEES 401K SALARY DEFERRAL SAVINGS | DALLAS TX | 162 | $19.4M | $1.3M |
| 5 | ENGLAND, THIMS & MILLER, INC. ENGLAND, THIMS & MILLER, INC. 401(K) PLAN | JACKSONVILLE FL | 334 | $55.5M | $839K |
| 6 | BLUE ACORN ICI, INC. BLUE ACORN ICI, INC. 401(K) PLAN | RALEIGH NC | 172 | $17.1M | $606K |
| 7 | TAULIA LLC TAULIA 401(K) PLAN & TRUST | SAN FRANCISCO CA | 261 | $25.5M | $439K |
| 8 | EAGAN US HOLDCO, LLC ELITE 401(K) PLAN | FORT WORTH TX | 256 | $11.5M | $384K |
| 9 | DOCEBO NA INC. DOCEBO 401K PLAN | ATHENS GA | 189 | $8.9M | $312K |
| 10 | VELOCITY COMMERCIAL CAPITAL 401K PL VELOCITY COMMERCIAL CAPITAL, LLC | WESTLAKE VILLAGE CA | 289 | $22.2M | $305K |
