Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PUTN LG CAP VAL R6 Registered investment company in their Schedule of Assets, totaling $18.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOURYON CHEMICALS LLC NOURYON CHEMICALS RETIREMENT SAVINGS PLAN AND NOURYON CHEMICALS HOURLY SAVINGS PLAN MASTER TRUST | CHICAGO IL | — | $555.4M | $6.0M |
| 2 | RETINA GROUP, INC. DBA RETINA CONSULTANTS OF AMERICA RETINA CONSULTANTS OF AMERICA 401(K) PLAN | SOUTHLAKE TX | 4,799 | $353.2M | $4.9M |
| 3 | ALPS ALPINE |
SANTA CLARA CA |
| 483 |
| $136.2M |
| $3.9M |
| 4 | J. CRAIG VENTER INSTITUTE, INC. J. CRAIG VENTER INSTITUTE, INC. 401(K) PLAN | LA JOLLA CA | 183 | $51.0M | $1.4M |
| 5 | ASTECH HOLDCO, LLC ASTECH HOLDCO, LLC RETIREMENT SAVINGS PLAN | SANTA ANA CA | 152 | $12.9M | $1.3M |
| 6 | LANDMARK MANAGEMENT SOLUTIONS LLC LANDMARK HEALTH SOLUTIONS SAVINGS PLAN | HAVERHILL MA | 847 | $13.7M | $322K |
| 7 | POPHEALTHCARE, LLC POPHEALTHCARE, LLC 401(K) PLAN | FRANKLIN TN | 717 | $19.5M | $293K |
| 8 | NEW YORK CITY FOOTBALL CLUB, LLC NEW YORK CITY FOOTBALL CLUB 401(K) PLAN | NEW YORK NY | 177 | $10.6M | $97K |
| 9 | ZIMENO, INC DBA MONARCH TRACTOR MONARCH TRACTOR 401K PLAN | LIVERMORE CA | 154 | $4.1M | $93K |
| 10 | CALIFORNIA UNIVERSITY OF SCIENCE AND MEDICINE CALIFORNIA UNIVERSITY OF SCIENCE AND MEDICINE 401(K) PLAN | COLTON CA | 147 | $5.9M | $55K |
