Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Putnam Stable Value Fund Collective trust funds in their Schedule of Assets, totaling $41.8M 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 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $23.0M |
| 2 | CHUGACH ALASKA CORPORATION CHUGACH 401(K) PLAN | ANCHORAGE AK | 4,058 | $256.0M | $9.3M |
| 3 | REAL FOUNDATIONS, INC. REAL FOUNDATIONS, INC. 401(K) PLAN | DALLAS |
| 122 |
| $31.4M |
| $3.2M |
| 4 | BURKE DISTRIBUTING CO. LLC BURKE DISTRIBUTING CORPORATION 401(K) PROFIT SHARING PLAN | RANDOLPH MA | 131 | $35.1M | $2.2M |
| 5 | MATHIS BROS. OKLAHOMA CITY, LLC MATHIS BROTHERS 401(K) PLAN | OKLAHOMA CITY OK | 2,322 | $67.8M | $2.0M |
| 6 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $1.9M |
| 7 | ACCION LABS US, INC. ACCION LABS US 401(K) PLAN | BRIDGEVILLE PA | 107 | $4.7M | $89K |
| 8 | MORRISON CHILD AND FAMILY SERVICES RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF MORRISON CHILD AND FAMILY SERVICES | PORTLAND OR | 481 | $7.4M | $88K |