Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Putnam Stable Value Fund Common/Collective Trust N/A in their Schedule of Assets, totaling $13.3M 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 | CALFEE HALTER & GRISWOLD, LLP CALFEE, HALTER & GRISWOLD LLP PROFIT SHARING TRUST AND PLAN | CLEVELAND OH | 220 | $209.0M | $8.7M |
| 2 | EPIC STAFFING GROUP, INC. EPIC STAFFING GROUP, INC. 401(K) PLAN | EL SEGUNDO CA | 3,350 | $72.0M | $3.4M |
| 3 | UNITED INITIATORS, INC. UNITED INITIATORS, INC. 401(K) PLAN |
ELYRIA OH |
| 150 |
| $22.3M |
| $634K |
| 4 | HALTEC CORPORATION HALTEC CORPORATION 401(K) PROFIT SHARING PLAN | SALEM OH | 182 | $10.6M | $220K |
| 5 | BLUE TECHNOLOGIES, INC. BLUE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEVELAND OH | 176 | $16.3M | $219K |
| 6 | IDEAL HOMES OF NORMAN, L.P. IH GROUP 401(K) PLAN | NORMAN OK | 247 | $19.5M | $113K |
| 7 | ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN | TULSA OK | 289 | $70.4M | $86K |
