Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Putnam Sustainable leaders fund # in their Schedule of Assets, totaling $12.1M 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 | JOHN SNOW, INC. JOHN SNOW, INC. RETIREMENT SAVINGS PLAN | BOSTON MA | 693 | $180.9M | $11.2M |
| 2 | ASCEND FEDERAL CREDIT UNION ASCEND FEDERAL CREDIT UNION CASH OR DEFERRED COMPENSATION PLAN | TULLAHOMA TN | 637 | $51.4M | $541K |
| 3 | NEW ENGLAND AQUARIUM NEW ENGLAND AQUARIUM 403(B) RETIREMENT PLAN |
BOSTON MA |
| 290 |
| $10.1M |
| $391K |
| 4 | VALIDATEK, INC. VALIDATEK RETIREMENT SAVINGS PLAN | MCLEAN VA | 248 | $27.2M | $18K |
