Putnam
PUTNAM LARGE CAP VALUE FUND Class A Shares
Ticker PEYAX · Mutual fund
Matched by tickerAll Franklin Templeton fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
7
2 with $250K or more
Dollars held
$8.9M
69,855 of 69,862 plans with fund lines hold none
Median per plan
$167K
Share of their fund dollars
<0.1%
Other share classes of this fund
263 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class YPEIYX | Mid cost | 263 | $707M |
| Putnam Large CAP Value Fund Class R SharesPEQRX | Not stated | 40 | $57.9M |
| Putnam Large CAP Value Fund Class A Shares (this page)PEYAX | Not stated | 7 | $8.9M |
Plans that added or dropped it from 2024 to 2025
Added
1 plan
$2.8M at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
1 plan
to another class or vehicle
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| Goodwill of North Georgia, Inc. Tax Deferred Annuity Plan$5M-$50M | $2.8M |
Plans that moved out of it to another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Aechelon Technology 401(k) Plan$50M-$250M Share class change | $540K to $716K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold PUTNAM LARGE CAP VALUE FUND Class A Shares
The largest 10 plans in each list.
| Hope Network Employee 403(b) Plan$63.1M plan · Hope Network, MI · Lincoln Financial | $5.2M |
| Goodwill of North Georgia, Inc. Tax Deferred Annuity Plan$33.0M plan · Goodwill of North Georgia, Inc., GA · Lincoln Financial | $2.8M |
| Fidelity Retirement Savings Plan$40.9B plan · FMR LLC, MA · Fidelity (FMR) | $571K |
| Thomas M Cooley Law School 403(b) Tax Sheltered Retirement Plan$65.0M plan · Thomas M Cooley Law School, MI · Fidelity (FMR) | $167K |
| Hudson Printing 401(k) Plan$9.2M plan · Hudson Printing Co, UT · Fidelity (FMR) | $77K |
| Notre Dame Health Care Center, Inc. 403(b) Savings Plan$10.2M plan · Notre Dame Health Care Center, Inc., MA · Principal | $47K |
| Hill & Smith Group Holdings, Inc. 401(k) Plan$84.4M plan · Hill & Smith Group Holdings, Inc., OH · Nationwide | $10K |
Plans whose filed schedule lists PUTNAM LARGE CAP VALUE FUND Class A Shares.
How the filings spell it
Show 4 names seen in the filings
- Large Cap Value Fund
- Putnam Large Cap Value
- Putnam Large Cap Value A
- Putnam Large Cap Value Fund