Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PUTNAM CONVERTIBLE SEC A in their Schedule of Assets, totaling $148K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IRADIMED CORPORATION IRADIMED CORPORATION 401K PROFIT SHARING PLAN TRUST | ORLANDO FL | 153 | $14.9M | $134K |
| 2 | SPENCER OGDEN SPENCER OGDEN 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 325 | $6.7M | $14K |
