Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Franklin Templeton Investments Putnam Small Cap Growth Fund in their Schedule of Assets, totaling $2.0M 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 | THE BALDWIN GROUP COLLEAGUE, INC. THE BALDWIN GROUP COLLEAGUE, INC. 401(K) PLAN | TAMPA FL | 4,121 | $295.1M | $2.0M |
| 2 | THE BROWNSTONE GROUP, INC. BROWNSTONE GROUP, INC. 401K PLAN | HOUSTON TX | 131 | $8.4M | $3K |
| 3 | LEWISTOWN VALLEY ENTERPRISES, INC. KOCH'S TURKEY FARM 401(K) PLAN |
TAMAQUA PA |
| 185 |
| $1.2M |
| $2K |
