Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Funds in their Schedule of Assets, totaling $13.4M 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 | FAC SERVICES, LLC RETIREMENT SAVINGS PLAN OF FLAD AFFILIATED CORP. | MADISON WI | 1,399 | $383.7M | $13.1M |
| 2 | THE BOARD OF TRUSTEES OF THE UFCW LOCAL 1-D 401K UFCW LOCAL 1-D 401(K) PLAN | BROOKLYN NY | 316 | $16.5M | $255K |
| 3 | TRINITY MANAGEMENT, LLC TRINITY MANAGEMENT, LLC 401(K) PLAN |
BOSTON MA |
| 256 |
| $9.4M |
| $40K |
