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 CON R6 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $502K |
| 2 | KOENIG & BAUERUS INC. KOENIG & BAUER (US) INC. 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 146 | $24.5M | $435K |
| 3 | NHK SEATING OF AMERICA, INC. NHK SEATING OF AMERICA, INC. 401(K) PS PLAN AND TRUST |
FRANKFORT IN |
| 587 |
| $20.1M |
| $352K |
| 4 | GEORGES ENTERPRISES, LLC GEORGES ENTERPRISES 401(K) PLAN | HARAHAN LA | 917 | $55.6M | $276K |
| 5 | HEBRON SAVINGS BANK HEBRON SAVINGS BANK 401(K) PROFIT SHARING PLAN | HEBRON MD | 132 | $10.6M | $201K |
| 6 | PENSKE VEHICLE SERVICES, INC. PENSKE VEHICLE SERVICES, INC. 401(K) PLAN | TROY MI | 402 | $10.1M | $114K |
| 7 | NBHX TRIM USA CORPORATION NBHX TRIM USA CORPORATION 401(K) PLAN | COMSTOCK PARK MI | 21 | $7.3M | $113K |
| 8 | ENDEMOL USA, INC. ENDEMOL USA, INC. 401(K) P/S PLAN | NORTH HOLLYWOOD CA | 132 | $30.5M | $93K |
| 9 | A G WORLD TRANSPORT, INC. DBA AIR AND GROUND WORLD TRANSPORT 401(K) PLAN | SOUTH SAN FRANCISCO CA | 104 | $6.7M | $66K |
| 10 | ROBERTSON, ANSHUTZ & SCHNEID PL ROBERTSON, ANSCHUTZ & SCHNEID, PL 401K PROFIT SHARING PLAN & TR | BOCA RATON FL | 171 | $6.4M | $19K |
