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 Y Mutual fund in their Schedule of Assets, totaling $1.5M 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 | SPUR REPLY, LLC SPUR REPLY, LLC RETIREMENT PLAN | BELLEVUE WA | 206 | $24.1M | $588K |
| 2 | SOUTHWESTERN INDUSTRIES, INC. SOUTHWESTERN INDUSTRIES, INC. 401(K) PLAN | RANCHO DOMINGUEZ CA | 162 | $26.4M | $444K |
| 3 | GHG CORPORATION GHG CORPORATION 401(K) RETIREMENT PLAN & TRUST |
WEBSTER TX |
| 189 |
| $25.1M |
| $384K |
| 4 | TEAM VELOCITY MARKETING, LLC TEAM VELOCITY MARKETING, LLC 401(K) PLAN | HERNDON VA | 745 | $27.2M | $123K |
