Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Putnam PUTN LG CAP VAL R6 in their Schedule of Assets, totaling $19.0M 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 | SCANSOURCE, INC. SCANSOURCE, INC. 401(K) PLAN | GREENVILLE SC | 1,439 | $225.4M | $9.4M |
| 2 | EMERALD X, LLC EMERALD X, LLC 401(K) PLAN | SAN JUAN CAPISTRANO CA | 676 | $92.9M | $3.5M |
| 3 | INHANCE TECHNOLOGIES, LLC INHANCE TECHNOLOGIES RETIREMENT SAVINGS PLAN |
HOUSTON TX |
| 301 |
| $20.8M |
| $1.8M |
| 4 | ENDO1 PARTNERS DBA SPECIALTY1 PARTNERS LLC SPECIALTY1 PARTNERS 401(K) PLAN | HOUSTON TX | 1,854 | $63.5M | $1.3M |
| 5 | IOVINO ENTERPRISES, LLC IOVINO ENTERPRISES, LLC 401(K) PLAN | GREAT NECK NY | 401 | $50.0M | $1.1M |
| 6 | GLOBE UNION GROUP, INC. GLOBE UNION GROUP RETIREMENT & SAVINGS PLAN | WOODRIDGE IL | 133 | $17.5M | $552K |
| 7 | DRIVEWEALTH HOLDINGS, INC. DRIVEWEALTH 401(K) PLAN | NEW YORK NY | 264 | $16.8M | $508K |
| 8 | SONDERMIND, INC. SONDERMIND, INC. 401(K) PLAN | DENVER CO | 261 | $12.5M | $318K |
| 9 | HEALTHCARE COMPONENTS GROUP TOPCO INC. HEALTHCARE COMPONENTS GROUP 401(K) PLAN | WELLESLEY MA | 116 | $6.1M | $224K |
| 10 | ZIMA INTERNATIONAL, INC. DANDY 401(K) PLAN | NEW YORK NY | 951 | $12.1M | $222K |
