Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Putnam Putnam Small Cap Growth R6 {+} in their Schedule of Assets, totaling $30.5M 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 | INEOS USA, LLC. INEOS RETIREMENT SAVINGS PLAN | LEAGUE CITY TX | 4,979 | $1.4B | $19.3M |
| 2 | STEPSTONE GROUP LP STEPSTONE GROUP LP 401(K) RETIREMENT PLAN | LA JOLLA CA | 695 | $101.1M | $2.6M |
| 3 | THE HACKETT GROUP, INC. THE HACKETT GROUP, INC. 401K PLAN |
MIAMI FL |
| 600 |
| $143.7M |
| $2.2M |
| 4 | NICOLAIDES FINK THORPE MICHAELIDES SULLIVAN LLP NICOLAIDES FINK THORPE MICHAELIDES SULLIVAN LLP 401(K) PROFIT SHARING PLAN | CHICAGO IL | 133 | $39.2M | $1.2M |
| 5 | WHARTON-SMITH, INC. WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | SANFORD FL | 835 | $82.2M | $734K |
| 6 | ROUTEONE, L.L.C. ROUTEONE 401(K) PLAN | FARMINGTON HILLS MI | 426 | $63.5M | $669K |
| 7 | TSRC, INC. TSRC, INC. SAVINGS & INVESTMENT PLAN | ASHLAND VA | 518 | $39.3M | $629K |
| 8 | CAROLINA ASTHMA & ALLERGY CENTER, PA CAROLINA ASTHMA & ALLERGY CENTER, PA 401(K) PLAN | CHARLOTTE NC | 176 | $30.2M | $583K |
| 9 | QUANDEL ENTERPRISES, LLC QUANDEL ENTERPRISES, LLC AND SUBSIDIARIES RETIREMENT SAVINGS PLAN | HARRISBURG PA | 228 | $39.7M | $471K |
| 10 | NATURIPE FARMS, LLC. NATURIPE FARMS 401(K) PLAN | ESTERO FL | 158 | $25.1M | $357K |
