Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Investments Putnam SM Cap Gr R6 in their Schedule of Assets, totaling $6.8M 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 | SCRIPPS HEALTH SCRIPPS HEALTH 403(B) PLAN | SAN DIEGO CA | 17,402 | $728.7M | $6.3M |
| 2 | URBAN ATELIER GROUP, LLC URBAN ATELIER 401(K) PLAN | NEW YORK NY | 166 | $26.8M | $249K |
| 3 | CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN |
| 300 |
| $25.3M |
| $200K |
