Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Putnam Small Cap Growth Mutual fund in their Schedule of Assets, totaling $10.5M 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 | JANNEY MONTGOMERY SCOTT LLC JANNEY MONTGOMERY SCOTT LLC PROFIT SHARING AND SAVINGS PLAN | PHILADELPHIA PA | 2,413 | $766.2M | $6.1M |
| 2 | BURRELL-PREFERRED, INC. DBA BRIGHTLI BRIGHTLI RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 6,519 | $94.8M | $1.9M |
| 3 | MID-AMERICA APARTMENT COMMUNITIES, INC. MAA 401(K) SAVINGS PLAN | GERMANTOWN TN | 2,142 | $143.6M | $1.2M |
| 4 | RYAN LAWN & TREE, INC. RYAN LAWN & TREE, INC. SAVINGS PLAN | MERRIAM KS | 501 | $27.6M | $1.1M |
| 5 | CRI ADVANTAGE, INC. CRI PROFIT SHARING 401K PLAN | BOISE ID | 106 | $4.0M | $113K |
| 6 | PERTRONIX, LLC PERTRONIX, LLC RETIREMENT PLAN | LENEXA KS | 73 | $4.8M | $42K |
| 7 | SIFIVE, INC. SIFIVE, INC. 401(K) PLAN | SANTA CLARA CA | 174 | $23.6M | $21K |
