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 Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | TALCOTT RESOLUTION LIFE, INC. TALCOTT 401(K) PLAN | WINDSOR CT | 565 | $103.7M | $1.7M |
| 2 | THE YELLOWSTONE BANK YELLOWSTONE BANK 401(K) PLAN | BILLINGS MT | 113 | $22.2M | $291K |
| 3 | ENGEL BURMAN SENIOR HOUSING AT EAST MEADOW, INC. ENGEL BURMAN SENIOR HOUSING 401(K) PLAN |
RONKONKOMA NY |
| 2,628 |
| $33.9M |
| $167K |
