Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding PUTNAM SM CAP GWTHR6 in their Schedule of Assets, totaling $14.7M 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 | OREMOR MGMT. AND INVESTMENT CO. OREMOR MGMT. AND INVESTMENT CO. 401(K) RETIREMENT SAVINGS PLAN | ONTARIO CA | 1,869 | $93.3M | $2.3M |
| 2 | THE VERTEX COMPANIES, LLC THE VERTEX COMPANIES, LLC 401K PLAN | WEYMOUTH MA | 588 | $117.7M | $1.8M |
| 3 | HANMI BANK HANMI BANK PROFIT SHARING & 401(K) SAVINGS PLAN |
LOS ANGELES CA |
| 547 |
| $143.9M |
| $1.5M |
| 4 | TOMRA OF NORTH AMERICA, INC. TOMRA OF NORTH AMERICA, INC. 401K SVGS & PROFIT SHARING PLAN | SHELTON CT | 423 | $34.7M | $1.0M |
| 5 | INTEGRATED POWER SERVICES INTEGRATED POWER SERVICES RETIREMENT SAVINGS PLAN | GREENVILLE SC | 1,990 | $138.1M | $965K |
| 6 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $944K |
| 7 | WRIGHT IMPLEMENT 1, LLC WRIGHT IMPLEMENT RETIREMENT SAVINGS PLAN | OWENSBRORO KY | 276 | $16.9M | $724K |
| 8 | FEIST WATSON ENTERPRISES FEIST WATSON ENTERPRISES, INC. PROFIT SHARING PLAN | MISSOULA MT | 195 | $18.9M | $631K |
| 9 | NOVUS AG, LLC NOVUS AG, LLC 401(K) PLAN | FORT COLLINS CO | 427 | $20.8M | $567K |
| 10 | N.S. INTERNATIONAL, LTD. N.S. INTERNATIONAL, LTD. 401(K) PLAN | TROY MI | 196 | $41.3M | $472K |
