Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Putnam Fiduciary Trust Company in their Schedule of Assets, totaling $20.2M 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 | EPIROC NORTH AMERICA CORP. EPIROC 401(K) PLAN | GARLAND TX | 1,401 | $199.9M | $17.7M |
| 2 | NEGWER MATERIALS, INC. NEGWER MATERIALS, INC. 401(K) PLAN | ST LOUIS MO | 209 | $21.5M | $2.0M |
| 3 | KENDELL DOORS & HARDWARE, LLC KENDELL 401(K) PLAN |
| 213 |
| $15.9M |
| $319K |
| 4 | DESCARTES LABS, INC. DESCARTES LABS 401(K) PLAN | MAPLE GROVE MN | 50 | $6.6M | $270K |
| 5 | AMHERST SERVICES, CORP. AMHERST SERVICES CORP. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 301 | $45.8M | $260 |
