Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Putnam Large Cap Value Fund; Class R6 N/A in their Schedule of Assets, totaling $3.0M 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 | DZS INC. DZS INC. 401(K) PLAN | ADDISON TX | 138 | $72.8M | $1.5M |
| 2 | TROUT UNLIMITED, INC. TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN | ARLINGTON VA | 337 | $41.4M | $764K |
| 3 | LOCALITY LLC LOCALITY LLC 401K PLAN | NEW YORK NY |
| 273 |
| $40.0M |
| $678K |
| 4 | INTEGRA FINANCIAL SERVICES LLC INTEGRA FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTH LOGAN UT | 104 | $5.8M | $37K |