Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 70 retirement plans report an interest in this investment, totaling $8.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Putnam Small CAP Growth Fund, Putnam Small CAP Growth, Putnam Small CAP Growth FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP 401(K) PLAN | LOS ANGELES CA | 219 | $54.8M | $996K |
| 2 | KAISER MIDWEST, INC. KAISER 401(K) PROFIT SHARING PLAN | MARBLE HILL MO | 135 | $66.3M | $952K |
| 3 | EDUCATORS CREDIT UNION EDUCATORS CREDIT UNION 401(K) PLAN & TRUST | MT. PLEASANT WI | 440 | $71.3M | $709K |
| 4 | BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN | RESTON VA | 215 | $48.2M | $568K |
| 5 | PEOPLESERVICE, INC. PEOPLESERVICE, INC. 401(K) PLAN | OMAHA NE | 216 | $8.3M | $380K |
| 6 | TEN-8 FIRE & SAFETY, LLC TEN-8 FIRE & SAFETY, LLC 401(K) PLAN | BRADENTON FL | 180 | $15.5M | $321K |
| 7 | MATRIX DESIGN GROUP, INC. MATRIX DESIGN GROUP 401(K) PLAN | COLORADO SPRINGS CO | 210 | $17.0M | $306K |
| 8 | TRADITIONAL MEDICINALS, INC TRADITIONAL MEDICINALS, INC. PROFIT SHARING & RETIREMENT PLAN | COTATI CA | 230 | $28.0M | $303K |
| 9 | IC EMPLOYEE LEASING LLC IC EMPLOYEE LEASING LLC 401(K) PLAN | INWOOD NY | 216 | $7.5M | $292K |
| 10 | VALLEY CHROME PLATING, INC. VALLEY CHROME PLATING, INC. 401(K) PLAN | CLOVIS CA | 115 | $9.2M | $258K |
