Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Small Cap Growth R6 Fund Mutual fund in their Schedule of Assets, totaling $7.3M 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 | APPLIED INDUSTRIAL TECHNOLOGIES, INC. APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 4,925 | $862.3M | $4.8M |
| 2 | BRAUN INTERTEC CORPORATION BRAUN INTERTEC 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 1,012 | $139.8M | $2.1M |
| 3 | G2.COM, INC. G2.COM, INC. 401(K) PLAN |
CHICAGO IL |
| 354 |
| $31.5M |
| $306K |
| 4 | BRAVAS, LLC BRAVAS 401(K) PLAN | OVERLAND PARK KS | 268 | $14.3M | $20K |