Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Putnam Sustainable Leaders R6 Mutual fund in their Schedule of Assets, totaling $9.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRAYLOR BROS., INC. TRAYLOR CONSTRUCTION GROUP 401(K) PLAN | EVANSVILLE IN | 991 | $83.8M | $8.1M |
| 2 | WESTERN DENTAL SERVICES, INC. WESTERN DENTAL SERVICES, INC. 401(K) PLAN | ORANGE CA | 6,152 | $153.9M | $1.3M |
| 3 | CARILOOP CARILOOP 401(K) RETIREMENT SAVINGS PLAN |
RICHARDSON TX |
| 91 |
| $3.1M |
| $9K |
