Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Putnam Putnam Lg Cap Val R6 in their Schedule of Assets, totaling $19.7M 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 | BANK OF HOPE BANK OF HOPE 401(K) RETIREMENT PLAN | LOS ANGELES CA | 1,213 | $252.5M | $14.3M |
| 2 | VON BRIESEN & ROPER, S.C. VON BRIESEN & ROPER S.C. 401K PROFIT SHARING PLAN | MILWAUKEE WI | 300 | $171.2M | $1.9M |
| 3 | THE CENTER FOR DISCOVERY, INC. THE CENTER FOR DISCOVERY RETIREMENT PLAN |
HARRIS NY |
| 1,552 |
| $73.3M |
| $1.9M |
| 4 | COZZINI BROS., INC. COZZINI BROS., INC. EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN | CHICAGO IL | 780 | $11.7M | $996K |
| 5 | ACME MANUFACTURING COMPANY, INC. ACME MANUFACTURING 401(K) PLAN | DENVER CO | 257 | $5.7M | $419K |
| 6 | REDWOOD MANAGEMENT, LLC REDWOOD PARTNERS RETIREMENT PLAN | MEMPHIS TN | 1,311 | $27.8M | $286K |
