Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Growth Opportunities Fund in their Schedule of Assets, totaling $4.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MEMBERS BENEFIT CORP. MEMBERS 401(K) ADVANTAGE | PALM BEACH GARDENS FL | 3,005 | $132.3M | $4.2M |
| 2 | VNA HEALTH SYSTEM VNA HEALTH SYSTEM 403(B) PLAN | SHAMOKIN PA | 96 | $8.6M | $139K |