Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Putnam Sm Cap Gr R6 Mutual Fund in their Schedule of Assets, totaling $5.7M 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 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $4.4M |
| 2 | SHIELDS HEALTH CARE GROUP, INC. SHIELDS HEALTH CARE GROUP 401(K) PROFIT SHARING PLAN | QUINCY MA | 1,334 | $103.8M | $945K |
| 3 | CERAPEDICS, INC. CERAPEDICS, INC. 401(K) PLAN |
WESTMINSTER CO |
| 201 |
| $17.4M |
| $128K |
| 4 | CREATIVE MULTICARE, LLC CREATIVE RETIREMENT PLAN | JONESBORO GA | 750 | $10.9M | $109K |
| 5 | KEE SAFETY, INC. KEE SAFETY, INC. RETIREMENT PLAN | BUFFALO NY | 274 | $18.3M | $85K |
| 6 | PACIFIC DENTAL SERVICES, LLC PACIFIC DENTAL SERVICES, LLC 401(K) PLAN | IRVINE CA | 14,564 | $565.3M | $12K |
