Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PUTN LG Cap Val A Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | HARPO, INC. HARPO, INC. 401(K) PLAN | LOS ANGELES CA | 57 | $36.0M | $1.2M |
| 2 | ISLAND INTERNATIONAL INDUSTRIES, INC. ISLAND INTERNATIONAL INDUSTRIES INC. 401(K) PLAN | CALVERTON NY | 265 | $12.4M | $649K |
| 3 | MJ CARE, INC. MJ CARE, INC. 401(K) PLAN |
| 383 |
| $8.7M |
| $107K |