Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Investment Mgmt Co. Putnam Small Cap Growth R6 Fund in their Schedule of Assets, totaling $7.3M 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 | VELUX AMERICA LLC VELUX AMERICA LLC 401(K) RETIREMENT PLAN | GREENWOOD SC | 907 | $136.0M | $6.8M |
| 2 | FLAT BRANCH MORTGAGE, INC. FLAT BRANCH MORTGAGE, INC. PLAN RETIREMENT SAVINGS PLAN | COLUMBIA MO | 615 | $75.3M | $418K |
