Form 5500 Search

Putnam Small CAP Growth Fund

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 71 retirement plans report an interest in this investment, totaling $8.4M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
71
Reported interest (EOY)
$8.4M
Data source
DOL Form 5500 · Schedule D

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.

Plans holding Putnam Small CAP Growth Fundranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP
MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP 401(K) PLAN
LOS ANGELES
CA
219$55.3M$996K
2KAISER MIDWEST, INC.
KAISER 401(K) PROFIT SHARING PLAN
MARBLE HILL
MO
135$66.3M$952K
3EDUCATORS CREDIT UNION
EDUCATORS CREDIT UNION 401(K) PLAN & TRUST
MT. PLEASANT
WI
440$71.3M$709K
4BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC
BOGART ASSOCIATES OF NORTHERN VIRGINIA, LLC 401(K) PLAN
RESTON
VA
215$48.2M$568K
5PEOPLESERVICE, INC.
PEOPLESERVICE, INC. 401(K) PLAN
OMAHA
NE
216$8.3M$380K
6VALLEY CHROME PLATING, INC.
VALLEY CHROME PLATING, INC. 401(K) PLAN
CLOVIS
CA
116$10.6M$330K
7TEN-8 FIRE & SAFETY, LLC
TEN-8 FIRE & SAFETY, LLC 401(K) PLAN
BRADENTON
FL
180$15.5M$321K
8MATRIX DESIGN GROUP, INC.
MATRIX DESIGN GROUP 401(K) PLAN
COLORADO SPRINGS
CO
210$17.0M$306K
9IC EMPLOYEE LEASING LLC
IC EMPLOYEE LEASING LLC 401(K) PLAN
INWOOD
NY
216$7.5M$292K
10TRADITIONAL MEDICINALS, INC
TRADITIONAL MEDICINALS, INC. PROFIT SHARING & RETIREMENT PLAN
COTATI
CA
226$31.8M$279K
See all 71 plans holding Putnam Small CAP Growth Fund
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