Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Putnam Small Cap Growth Fund Class R6 Mutual fund in their Schedule of Assets, totaling $8.0M 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 | ABIOMED, INC. ABIOMED RETIREMENT SAVINGS PLAN | DANVERS MA | 1,554 | $210.6M | $3.6M |
| 2 | TONNESON & COMPANY, PC TONNESON & COMPANY, PC. 401(K) PROFIT SHARING RETIREMENT PLAN | WAKEFIELD MA | 95 | $30.0M | $2.6M |
| 3 | KARYOPHARM THERAPEUTICS INC. KARYOPHARM THERAPEUTICS INC. 401(K) PLAN |
NEWTON MA |
| 284 |
| $55.6M |
| $631K |
| 4 | PT SOLUTIONS HOLDINGS, LLC PT SOLUTIONS HOLDINGS, LLC 401(K) PLAN | ATLANTA GA | 5,066 | $65.4M | $537K |
| 5 | AI SKY US BIDCO, INC. XPLOR RETIREMENT PLAN | WASHINGTON DC | 1,074 | $49.3M | $147K |
| 6 | COLOSSAL BIOSCIENCES INC. COLOSSAL BIOSCIENCES INC. 401(K) PLAN | AUSTIN TX | 132 | $5.0M | $100K |
| 7 | AG RX AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | OXNARD CA | 120 | $18.8M | $94K |
| 8 | GOSSAMER BIO SERVICES, INC. GOSSAMER BIO 401(K) PLAN | SAN DIEGO CA | 119 | $20.1M | $88K |
| 9 | MAXEON AMERICAS, INC. MAXEON AMERICAS, INC. 401(K) PLAN | SAN JOSE CA | 151 | $14.3M | $78K |
| 10 | SAILDRONE, INC. SAILDRONE, INC. 401(K) PLAN | ALAMEDA CA | 251 | $11.1M | $64K |
