Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding PUT DYNAMIC ASSET ALLOC GR R6 in their Schedule of Assets, totaling $10.6M 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 | NHK SEATING OF AMERICA, INC. NHK SEATING OF AMERICA, INC. 401(K) PS PLAN AND TRUST | FRANKFORT IN | 587 | $20.1M | $1.8M |
| 2 | CHARAH, LLC CHARAH, LLC 401(K) SAFE HARBOR PLAN | LOUISVILLE KY | 478 | $21.2M | $1.5M |
| 3 | GLOBAL SHOP SOLUTIONS, INC. GLOBAL SHOP SOLUTIONS, INC. 401(K) PLAN |
THE WOODLANDS TX |
| 302 |
| $44.0M |
| $1.4M |
| 4 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $1.3M |
| 5 | KOENIG & BAUERUS INC. KOENIG & BAUER (US) INC. 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 146 | $24.5M | $1.1M |
| 6 | BESTWAY ENTERPRISES, INC. BESTWAY ENTERPRISES, INC. 401(K) SAVINGS PLAN | CORTLAND NY | 112 | $5.8M | $1.0M |
| 7 | BELNICK, INC. BELNICK, INC. RETIREMENT TRUST | CANTON GA | 303 | $12.3M | $657K |
| 8 | MILLAT INDUSTRIES MILLAT INDUSTRIES CORPORATION 401K PROFIT SHARING PLAN | DAYTON OH | 89 | $11.0M | $508K |
| 9 | GEORGES ENTERPRISES, LLC GEORGES ENTERPRISES 401(K) PLAN | HARAHAN LA | 917 | $55.6M | $385K |
| 10 | POLYGON US CORPORATION POLYGON US CORPORATION 401(K) SAVINGS PLAN | NORTH ANDOVER MA | 148 | $18.5M | $143K |
