Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Putnam Large Cap Value R in their Schedule of Assets, totaling $3.9M 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 | BG STAFF SERVICES, INC. BG STAFF SERVICES INC. RETIREMENT SAVINGS PLAN | PLANO TX | 22,408 | $44.3M | $2.9M |
| 2 | WOM SOUTH INVESTORS, INC. WOM SOUTH INVESTORS 401(K) PLAN | CHARLOTTE NC | 101 | $8.1M | $905K |
| 3 | INTEGRITY EXPRESS LOGISTICS, LLC INTEGRITY EXPRESS 401(K) PROFIT SHARING PLAN |
CINCINNATI OH |
| 755 |
| $26.0M |
| $148K |