Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Ptnm LgCap Gr Y Registered Investment Company in their Schedule of Assets, totaling $2.2M 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 | BRETHREN HILLCREST HOMES BRETHREN HILLCREST HOMES 403(B) PLAN | LAVERNE CA | 271 | $11.3M | $2.2M |
