Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Sm Cap Growth R6 Fund Mutual Fund in their Schedule of Assets, totaling $230K 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 | ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN | WICHITA KS | 111 | $27.0M | $177K |
| 2 | GRACENT, LLC GRACENT, LLC 401(K) PLAN | DES PLAINES IL | 361 | $4.5M | $46K |
| 3 | REVISION COLLECTIVE INC. REVISION COLLECTIVE INC. 401(K) PLAN |
CINCINNATI OH |
| 86 |
| $8.2M |
| $7K |