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 R6 Mutual funds in their Schedule of Assets, totaling $16.2M 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 | PUTNAM INVESTMENTS, LLC THE PUTNAM RETIREMENT PLAN | GREENWOOD VILLAGE CO | 0 | $555.8M | $14.5M |
| 2 | VSMPO-TIRUS US VSMPO-TIRUS US 401(K) PROFIT SHARING PLAN | LEETSDALE PA | 69 | $14.2M | $635K |
| 3 | KAPUR & ASSOCIATES, INC. KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN |
MILWAUKEE WI |
| 394 |
| $45.0M |
| $281K |
| 4 | USG MANAGEMENT SERVICES OF FLORIDA, INC. USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN | TAMPA FL | 219 | $16.5M | $242K |
| 5 | BRANFORD FILTRATION, LLC DBA FIBRIX FILTRATION FIBRIX FILTRATION 401(K) PLAN | CHARLOTTE NC | 382 | $11.4M | $161K |
| 6 | PRELUDE THERAPEUTICS, INC PRELUDE THERAPEUTICS RETIREMENT PLAN | WILMINGTON DE | 131 | $17.4M | $140K |
| 7 | PIVOT ENERGY, INC. PIVOT ENERGY, INC. 401(K) PLAN | DENVER CO | 187 | $10.3M | $87K |
| 8 | HEALTH AND LIFE ORGANIZATION INC HALO 401K PROFIT SHARING PLAN & TRUST | SACRAMENTO CA | 207 | $7.0M | $56K |
| 9 | CHILDRENS DAY SCHOOL CHILDREN'S DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 110 | $17.0M | $25K |
| 10 | MARTINUS BOTTOM LINE LLC MARTINUS BOTTOM LINE LLC 401(K) PLAN | LEES SUMMIT MO | 219 | $2.8M | $16K |
