Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Putnam Investment Management, LLC Putnam Mortgage Securities Fund Class R in their Schedule of Assets, totaling $110K 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 | GMS MANAGEMENT SOLUTIONS INC GMS MANAGEMENT SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 118 | $2.7M | $110K |
