Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Putnam Small Cap growth Fund Class R6 in their Schedule of Assets, totaling $6.3M 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 | PRESS GANEY ASSOCIATES LLC PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BEND IN | 2,040 | $238.7M | $1.4M |
| 2 | STOLLE MACHINERY COMPANY, LLC STOLLE MACHINERY COMPANY, LLC 401(K) RETIREMENT PLAN | CENTENNIAL CO | 542 | $77.9M | $1.2M |
| 3 | MASIMO CORPORATION |
IRVINE CA |
| 1,561 |
| $244.1M |
| $770K |
| 4 | F.T. PUBLICATIONS, INC. F.T. PUBLICATIONS INC. 401(K) PLAN | NEW YORK NY | 318 | $85.8M | $573K |
| 5 | KYMERA THERAPEUTICS, INC. KYMERA THERAPEUTICS, INC. 401(K) PROFIT SHARING PLAN TRUST | WATERTOWN MA | 190 | $24.8M | $547K |
| 6 | SOLIDIFI U.S. INC. SOLIDIFI 401(K) PLAN | BUFFALO NY | 246 | $18.5M | $444K |
| 7 | AMERICANTCS FIDUCIARY SERVICES, LLC AMERICAS 403B PEP | PITTSBURGH PA | 1,418 | $73.2M | $342K |
| 8 | DANSU, INC. EQUITEC GROUP 401(K) PLAN | CHICAGO IL | 55 | $16.0M | $317K |
| 9 | DEGREED, INC. DEGREED, INC. 401(K) PLAN | DRAPER UT | 224 | $37.3M | $231K |
| 10 | INVESTORS MGMT TRUST REAL ESTATE GROUP INVESTORS MANAGEMENT TRUST REAL ESTATE GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | SHERMAN OAKS CA | 572 | $26.5M | $146K |
