Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Putnam Investments in their Schedule of Assets, totaling $38.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALERA GROUP, INC. ALERA GROUP, INC. SAVINGS PLAN | DEERFIELD IL | 4,571 | $499.7M | $8.1M |
| 2 | PROSPECT MEDICAL HOLDINGS, INC. PROSPECT MEDICAL RETIREMENT SAVINGS PLAN A | CULVER CITY CA | 10,198 | $551.6M | $8.0M |
| 3 | TOPS MARKETS, LLC TOPS MARKETS, LLC 401(K) SAVINGS PLAN FOR UNION ASSOCIATES |
BUFFALO NY |
| 854 |
| $59.8M |
| $5.6M |
| 4 | BAY COVE HUMAN SERVICES, INC. BAY COVE HUMAN SERVICES, INC. 403(B) SAVINGS AND RETIREMENT PLAN | BOSTON MA | 941 | $48.5M | $3.0M |
| 5 | CHECKERED FLAG MOTOR CAR COMPANY, INC. CHECKERED FLAG MOTOR CAR COMPANY, INC. 401(K) PROFIT SHARING PLAN | VIRGINIA BEACH VA | 578 | $32.2M | $2.6M |
| 6 | J. CALNAN AND ASSOCIATES, INC. J. CALNAN AND ASSOCIATES, INC. 401(K) PLAN | QUINCY MA | 117 | $22.3M | $2.4M |
| 7 | WILSON, ELSER, MOSKOWITZ, EDELMAN, & DICKER LLP WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER, LLP DEFINED BENEFIT PLAN FOR NON-LEGAL STAFF | NEW YORK NY | 71 | $11.3M | $1.5M |
| 8 | LARSON-JUHL US LLC LARSON-JUHL RETIREMENT INVESTMENT PLAN | SUWANEE GA | 253 | $37.3M | $1.4M |
| 9 | LAWTON WELDING CO., INC. LAWTON WELDING CO., INC. 401(K) PLAN | TOPSFIELD MA | 127 | $11.3M | $1.2M |
| 10 | THOMAS REPROGRAPHICS, INC. THOMAS REPROGRAPHICS INC. PROFIT SHARING PLAN & TRUST | RICHARDSON TX | 369 | $23.2M | $877K |
