Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PUTN LG CAP VAL R5 Mutual fund in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KEESAL, YOUNG & LOGAN KEESAL, YOUNG & LOGAN 401(K) PLAN | LONG BEACH CA | 105 | $45.8M | $1.4M |
| 2 | CHEESEMAN LLC CHEESEMAN LLC 401(K) PLAN | FORT RECOVERY OH | 531 | $17.1M | $395K |
