Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 113 retirement plans report an interest in this investment, totaling $68.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 11 name variants: Putnam Small CAP Growth CL R, Putnam Small CAP Growth Trust CL R, Putnam Small CAP Growth Trust R, Putnam Small CAP Growth Trust, Putnam Small CAP Growth, Putnam Small CAP Growth Class S, Putnam Small CAP Growth CL R1, Putnam Small CAP Growth TR R, +3 more. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | D.R. HORTON, INC. D.R. HORTON, INC. PROFIT SHARING PLUS PLAN | ARLINGTON TX | 14,645 | $1.4B | $20.9M |
| 2 | ICU MEDICAL, INC. ICU MEDICAL, INC. 401(K) PLAN | SAN CLEMENTE CA | 4,296 | $674.1M | $8.3M |
| 3 | MARVIN LUMBER AND CEDAR COMPANY THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN | WARROAD MN | 7,932 | $692.9M | $7.4M |
| 4 | FIRST BRANDS GROUP, LLC FIRST BRANDS GROUP 401(K) PLAN | CLEVELAND OH | 6,024 | $302.9M | $5.5M |
| 5 | THE BAMA COMPANIES, INC. BAMA PROFIT SHARING PLAN | TULSA OK | 843 | $78.2M | $2.1M |
| 6 | SUIT-KOTE CORPORATION SUIT-KOTE CORPORATION EMPLOYEES' RETIREMENT PLAN | CORTLAND NY | 721 | $83.7M | $2.0M |
| 7 | CEC CONTROLS COMPANY, INC. CEC CONTROLS COMPANY 401(K) PLAN | WARREN MI | 180 | $55.2M | $1.8M |
| 8 | RANCH AND HOME SUPPLY, LLC RANCH AND HOME SUPPLY, LLC 401(K) PLAN | BOZEMAN MT | 1,841 | $40.9M | $1.4M |
| 9 | FYDA, INC. FYDA, INC. 401(K) PLAN | WEST JEFFERSON OH | 484 | $54.7M | $1.3M |
| 10 | UNITY BANK UNITY BANK EMPLOYEES SAVING AND PROFIT SHARING PLAN AND TRUST | CLINTON NJ | 229 | $21.6M | $1.3M |
