Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Small Cap Value A in their Schedule of Assets, totaling $21K 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 | TRUSTEES OF THE ST. JOHNSBURY ACADEMY ST. JOHNSBURY ACADEMY 403(B) RETIREMENT PLAN | SAINT JOHNSBURY VT | 224 | $41.5M | $13K |
| 2 | GDS PUBLISHING, INC GDS PUBLISHING, INC. 401(K) PLAN | NEW YORK NY | 83 | $4.8M | $6K |
| 3 | FOCUS ON THE FAMILY FOCUS ON THE FAMILY 403(B) PLAN |
COLORADO SPRINGS CO |
| 678 |
| $75.0M |
| $2K |