Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Large Cap Growth R6 Mutual funds in their Schedule of Assets, totaling $63.5M 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 | PUTNAM INVESTMENTS, LLC THE PUTNAM RETIREMENT PLAN | GREENWOOD VILLAGE CO | 0 | $555.8M | $62.8M |
| 2 | KPM ANALYTICS INC. KPM ANALYTICS, INC. 401(K) PLAN | WESTBOROUGH MA | 119 | $7.8M | $636K |
| 3 | ISSUES MANAGEMENT, INC ISSUES MANAGEMENT, INC. 401K PLAN |
SIOUX FALLS SD |
| 509 |
| $5.9M |
| $12K |
