Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Putnam Small Cap Growth fund Mutual Fund in their Schedule of Assets, totaling $13.0M 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 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $6.4M |
| 2 | COLQUITT ELECTRIC MEMBERSHIP CORPORATION COLQUITT EMC RETIREMENT PLAN | MOULTRIE GA | 170 | $62.5M | $1.9M |
| 3 | PATRIOT GROWTH INSURANCE SERVICES, LLC |
FORT WASHINGTON PA |
| 1,917 |
| $147.4M |
| $1.0M |
| 4 | AMERICAN ARMED FORCES MUTUAL AID ASSOCIATION AAFMAA ENTITY 401K PLAN | RESTON VA | 129 | $10.9M | $459K |
| 5 | SUNRISE BRANDS, LLC SUNRISE BRANDS, LLC AND ITS SUBSIDIARIES AND ITS AFFILIATE | LOS ANGELES CA | 229 | $25.8M | $412K |
| 6 | KASTLE SYSTEMS INTERNATIONAL LLC KASTLE SYSTEMS INTERNATIONAL LLC RETIREMENT PLAN | FALLS CHURCH VA | 703 | $49.2M | $384K |
| 7 | MEDICAL ASSOCIATES OF RHODE ISLAND, INC. MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN | BRISTOL RI | 120 | $23.9M | $364K |
| 8 | WHEELER CONSOLIDATED, INC. WHEELER CONSOLIDATED, INC. PROFIT SHARING AND SAVINGS PLAN | EDEN PRAIRIE MN | 145 | $18.9M | $350K |
| 9 | SANTA CRUZ SEASIDE COMPANY SANTA CRUZ SEASIDE COMPANY PROFIT SHARING AND 401(K) PLAN | SANTA CRUZ CA | 448 | $34.8M | $276K |
| 10 | GENERAL SHEET METAL CO., INC. GENERAL SHEET METAL CO., INC. 401(K) PROFIT SHARING PLAN | AUBURN MA | 149 | $26.7M | $265K |
