Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PUTN LG CAP VAL A in their Schedule of Assets, totaling $60.3M 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 | BLUE CROSS BLUE SHIELD OF MICHIGAN BLUE CROSS BLUE SHIELD OF MICHIGAN 401(K) MASTER TRUST | DETROIT MI | — | $2.2B | $57.9M |
| 2 | PREFERRED TRAVEL GROUP PREFERRED TRAVEL GROUP 401(K) PROFIT SHARING PLAN | NEWPORT BEACH CA | 225 | $36.1M | $1.9M |
| 3 | AUTO TIRE & PARTS COMPANY, INC. |
CAPE GIRADEAU MO |
| 463 |
| $14.9M |
| $504K |
| 4 | FSCX, INC. FSCX, INC. 401(K) PLAN | LAWTON OK | 191 | $2.4M | $4K |
