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 Y Registered Investment Company in their Schedule of Assets, totaling $1.3M 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 | EVERGREEN MONEYSOURCE MORTGAGE COMPANY DBA EVERGREEN HOME LOANS SECURITY PLUS RETIREMENT SAVINGS PLAN | BELLEVUE WA | 427 | $60.9M | $1.2M |
| 2 | BUSINESS INTERIORS NORTHWEST, INC. BUSINESS INTERIORS NORTHWEST, INC. PROFIT SHARING & SAVINGS PLAN | BELLEVUE WA | 104 | $12.9M | $77K |
