Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Putnam Putnam Large Cap Value - in their Schedule of Assets, totaling $34.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELMHURST UNIVERSITY ELMHURST UNIVERSITY RETIREMENT PLAN | ELMHURST IL | 507 | $135.3M | $8.0M |
| 2 | PEACE RIVER CITRUS PRODUCTS, INC. PEACE RIVER CITRUS PRODUCTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | ARCADIA FL | 516 | $71.3M | $5.9M |
| 3 | GREAT LAKES BAY HEALTH CENTERS |
SAGINAW MI |
| 672 |
| $51.0M |
| $5.4M |
| 4 | AMERICAN COUNCIL OF LIFE INSURERS ACLI INCOME PLAN | WASHINGTON DC | 108 | $118.0M | $3.7M |
| 5 | DELTA STAR, INC. DELTA STAR, INC. 401(K) RETIREMENT PLAN | LYNCHBURG VA | 886 | $42.5M | $3.0M |
| 6 | COMMUNITY COFFEE COMPANY L.L.C. COMMUNITY COFFEE COMPANY L.L.C. RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 1,000 | $102.9M | $2.4M |
| 7 | RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST | ORLANDO FL | 203 | $40.3M | $1.9M |
| 8 | ACCESS COMMUNITY HEALTH NETWORK ACCESS COMMUNITY HEALTH NETWORK RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,071 | $71.6M | $1.3M |
| 9 | JON M. HALL COMPANY, LLC JON M. HALL COMPANY, LLC 401(K) PLAN | SANFORD FL | 360 | $6.8M | $579K |
| 10 | APPLIED PROCESS, INC. AALBERTS SURFACE TECHNOLOGIES 401(K) PLAN | LIVONIA MI | 373 | $32.9M | $560K |
