Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding PUT DYNAMIC ASSET ALLOC BAL R6 in their Schedule of Assets, totaling $10.3M 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 | HANSEN-MUELLER CO. HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN | OMAHA NE | 138 | $15.6M | $4.0M |
| 2 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $1.6M |
| 3 | GEORGES ENTERPRISES, LLC GEORGES ENTERPRISES 401(K) PLAN |
HARAHAN LA |
| 917 |
| $55.6M |
| $1.1M |
| 4 | NHK SEATING OF AMERICA, INC. NHK SEATING OF AMERICA, INC. 401(K) PS PLAN AND TRUST | FRANKFORT IN | 587 | $20.1M | $1.0M |
| 5 | BESTWAY ENTERPRISES, INC. BESTWAY ENTERPRISES, INC. 401(K) SAVINGS PLAN | CORTLAND NY | 112 | $5.8M | $801K |
| 6 | OSTERKAMP TRUCKING INC. CONSOLIDATED TRUCKING SERVICES RETIREMENT PLAN | POMONA CA | 221 | $17.0M | $607K |
| 7 | ROBERTSON, ANSHUTZ & SCHNEID PL ROBERTSON, ANSCHUTZ & SCHNEID, PL 401K PROFIT SHARING PLAN & TR | BOCA RATON FL | 171 | $6.4M | $352K |
| 8 | A G WORLD TRANSPORT, INC. DBA AIR AND GROUND WORLD TRANSPORT 401(K) PLAN | SOUTH SAN FRANCISCO CA | 104 | $6.7M | $261K |
| 9 | ENDEMOL USA, INC. ENDEMOL USA, INC. 401(K) P/S PLAN | NORTH HOLLYWOOD CA | 132 | $30.5M | $221K |
| 10 | LONDON COMPUTER SYSTEMS, INC. LONDON COMPUTER SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 424 | $33.9M | $83K |
