Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Putnam Investments PUTNAM SUSTAINABLE LEADERS-A in their Schedule of Assets, totaling $215K 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 | SUTTER BAY HOSPITALS ALTA BATES SUMMIT 403(B) TDA RETIREMENT PLAN | SACRAMENTO CA | 101 | $17.4M | $193K |
| 2 | RURAL COMMUNITY ASSISTANCE CORPORATION RURAL COMMUNITY ASSISTANCE CORPORATION DC RETIREMENT PLAN | WEST SACRAMENTO CA | 259 | $30.7M | $23K |
