Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Putnam Investments Putnam Small Cap Growth Fund in their Schedule of Assets, totaling $2.1M 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 | ROBERTSON'S READY MIX, LTD. ROBERTSON'S LTD. 401(K) PLAN | CORONA CA | 1,882 | $121.3M | $1.6M |
| 2 | SPAY, INC. SPAY 401(K) PLAN | PLANO TX | 273 | $10.2M | $376K |
| 3 | UNITED BIOLOGICS, LLC D/B/A UNITED ALLERGY SERVICES UNITED BIOLOGICS, LLC 401(K) PLAN |
SAN ANTONIO TX |
| 176 |
| $5.8M |
| $60K |
| 4 | PEDDER NISSAN LLC PEDDER AUTO GROUP 401(K) PLAN | HEMET CA | 418 | $6.6M | $34K |
| 5 | CORE LINEN SERVICES, INC. CORE LINEN SERVICES, INC. 401(K) PLAN | HUNTERSVILLE NC | 2,385 | $7.4M | $15K |
| 6 | GALVION LTD. GALVION LTD 401(K) RETIREMENT PLAN | PORTSMOUTH NH | 366 | $4.5M | $2K |
