Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Putnam Mortgage Securities A in their Schedule of Assets, totaling $510K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPANX, LLC SPANX, LLC 401K PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 172 | $25.3M | $153K |
| 2 | NEXUS HEALTH SYSTEMS, LTD NEXUS HEALTH SYSTEMS, LTD 401(K) PLAN | HOUSTON TX | 815 | $14.0M | $115K |
| 3 | SNOHETTA ARCHITECTURE DESIGN PLA SNOHETTA ARCHITECTURE DESIGN PLANNING PC PROFIT SHARING PLAN |
NEW YORK NY |
| 61 |
| $11.5M |
| $83K |
| 4 | TEACH PLUS INCORPORATED TEACH PLUS INCORPORATED 401K PROFIT SHARING PLAN AND TRUST | BOSTON MA | 76 | $6.0M | $51K |
| 5 | 9LINE LLC 9LINE LLC 401K PROFIT SHARING PLAN AND TRUST | TAMPA FL | 85 | $5.8M | $49K |
| 6 | HORN USA INC HORN USA INC 401K PROFIT SHARING PLAN AND TRUST | DALLAS TX | 115 | $12.4M | $21K |
| 7 | ACME MONACO CORPORATION ACME MONACO CORPORATION 401(K) PROFIT SHARING PLAN | NEW BRITAIN CT | 190 | $10.7M | $11K |
| 8 | ADVANCED ACCELERATOR APPLICATION ADVANCED ACCELERATOR APPLICATIONSS USA, INC. 401(K) P | MILLBURN NJ | 135 | $0 | $10K |
| 9 | FOCUS ON THE FAMILY FOCUS ON THE FAMILY 403(B) PLAN | COLORADO SPRINGS CO | 678 | $75.0M | $9K |
| 10 | OCEAN ASSOCIATES, INC. OCEAN ASSOCIATES, INC. 401(K) PLAN | ARLINGTON VA | 141 | $8.7M | $5K |
